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Larry Kleinmintz | WealthStrategist
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What’s the fashion when it comes to mutual fund styles?

What’s the fashion when it comes to mutual fund styles?

Did you know that your mutual fund manager has a certain style? We’re not talking about how they dress, but the way they choose the investments they hold and manage on your behalf. Knowing what the various styles are can help determine the right funds and the right mix of funds for you. Plus, diversifying your portfolio by management style […]

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Dollar-cost averaging makes volatility work for you

Last year saw some big ups and big downs in the markets. The good news? When financial markets are turbulent, they present a golden opportunity to buy investments at lower prices. An easy, effective way to do that is through dollar-cost averaging. This strategy involves investing a fixed amount at regular intervals, no matter how markets are performing. When markets […]

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These are the rules for 2019

Staying on top of the rules and deadlines for your registered plans, such as Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) can help you maximize the considerable benefits they offer. So, here are the rules to keep in mind for 2019: RRSP contribution limit. The maximum RRSP contribution limit for the 2018 tax year is $26,230 or […]

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Planning to skip RRSPs this year? Count the cost first!

March 1, 2019 is the last day on which you can make a contribution to your mutual funds in a Registered Retirement Savings Plan (RRSP) that can be deducted on your 2018 tax return. If you’re thinking of skipping your contribution “just this once,” you might want to think again. Opportunity cost If you are now 55 and skip a […]

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Here’s a tax-smart way to rebalance your fund portfolio

The Canada S&P/TSX Toronto Stock Market Index reached an all-time high of 16567.42 in July of 2018, just one example in a series of record-setting returns in equity markets around the world. Indeed, the MSCI World Equity Index added $8 trillion in value in 2017.1 For equity fund investors, that represents a reason to celebrate, but it also means that […]

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Building a strong portfolio starts with your core

Anyone with a penchant for fitness has probably heard about how important a strong “core” is to overall body strength. Just as you pay attention to your body’s core, you need to take care of your core mutual fund investments. They need to be strong enough to support your investment goals. Every mutual fund portfolio should have a nucleus of […]

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These funds can help for a lifetime of retirement savings

Whether you’re 30 years from retirement or three, a diversified, well-managed portfolio of mutual funds can help provide the mix of security, income, and growth you need to reach your retirement goals. But what that portfolio looks like will change over time, as these three scenarios illustrate. The building years “Go for growth” is likely to be your investing mantra […]

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Safety first for these income-focused funds

Whether it’s to provide an income stream to meet financial needs or as a counter to the more volatile parts of your portfolio, there’s always a need for safe fixed-income or cashequivalent funds. These fund types can play just such a role. Money market funds. These may not offer much returns potential in a time of historically low interest rates, […]

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Four factors that may trigger a fund review in your portfolio

Most mutual funds are designed to be medium or long-term investments and not traded frequently – as you might do with an individual stock holding. But occasionally, an individual fund may outlive its usefulness for your portfolio or your goals. Here are four situations that could dictate a review of a fund in your portfolio. Your portfolio needs change. Probably […]

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Everyone’s a winner, and a loser. The lesson? Diversify

At any given time, or any year, or any phase of the market, one asset class gets all the attention. Tech stocks one year, natural resources the next. Investors can be tempted to chase after those outperformers, hoping to maximize their returns. Of course, none of us can predict the future or who will be next year’s star. Nothing illustrates […]

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Recent Posts

  • What’s the fashion when it comes to mutual fund styles? January 31, 2019
  • Dollar-cost averaging makes volatility work for you January 21, 2019
  • These are the rules for 2019 January 10, 2019
  • Planning to skip RRSPs this year? Count the cost first! December 31, 2018
  • Here’s a tax-smart way to rebalance your fund portfolio December 21, 2018
  • Building a strong portfolio starts with your core December 11, 2018
  • These funds can help for a lifetime of retirement savings November 21, 2018
  • Safety first for these income-focused funds October 16, 2018
  • Four factors that may trigger a fund review in your portfolio October 16, 2018
  • Everyone’s a winner, and a loser. The lesson? Diversify October 15, 2018
  • For the millennial generation, a little knowledge may be a dangerous thing October 15, 2018
  • Canadians staying put after retiring, says poll October 14, 2018
  • Dividend-paying investments may be worth another look October 14, 2018
  • As the year winds down, these deadlines approach October 13, 2018
  • Should all the talk on trade affect your investing? October 13, 2018
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About Us

If you are a successful individual or business owner looking for an insurance and financial advisor, you are in the right place. L.I.K. & Associates purpose is to create and preserve the well being for both businesses and individuals.

After speaking to us, you will be assured we are listening. Our goal is to create financial solutions while providing an extraordinary amount of personal proactive service.

Larry Kleinmintz

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