Mutual Fund Investing For Canadians For Dummies 2nd Edition by Bryan Borzykowski, Andrew Bell ISBN 9781394219773 1394219776

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Product details:

ISBN 10: 1394219776
ISBN 13: 9781394219773
Author: Bryan Borzykowski, Andrew Bell

Simple information on diversifying your investments with mutual funds

With mutual funds, beginning and experienced investors can afford to invest in a wide range of securities by pooling their money with others’ and splitting the profits. Mutual Fund Investing For Canadians For Dummies helps you makes sense of these funds, start investing, and create a plan to meet your financial goals. With this easy-to-understand guide, you can weigh the pros and cons of mutual funds to decide if they’re right for you. Then follow step-by-step instructions for investing your money in reputable funds–with information specific to the Canadian market.

• Learn what mutual funds are and how they’re different from hand-picking your own stocks and bonds
• Understand the risks and benefits of mutual funds so you can determine whether they fit with your financial goals
• Make a solid investment plan and craft your fund portfolio
• Consider hedge funds and other managed options for rounding out your investment portfolio

Mutual Fund Investing For Canadians For Dummies is great for beginner investors looking to learn more about the benefits of mutual funds and get up to speed on the latest information.

Mutual Fund Investing For Canadians For Dummies 2nd Edition Table of contents:

Part 1: Meet the Mutual Fund

Chapter 1: Mutual Funds 101

Getting the Scoop on Mutual Fund

Finding Your Type (of Funds)

Figuring out Where to Buy

Chapter 2: Buying and Selling Basics

Reasons to Buy Funds

Perils and Pitfalls of Funds

Load versus No-Load — The Great Divide

Chapter 3: Paperwork and Your Rights

Getting Set Up

Dealing with Prospectuses

Introducing the Management Report of Fund Performance

Understanding Your Account Statement

Reading Annual and Semi-Annual Financial Statements (Or Annual Reports)

Chapter 4: Building Your Financial Plan

Looking at Your Long-Term Financial Future

Setting Your Financial Priorities

Understanding What Type of Investor You Are

Understanding That Investing Is an Inexact Science

Remembering the Importance of Diversification

Portfolios for Your Type of Investing

Chapter 5: Beyond Mutual Funds

The Good Old GIC: You Know Where You Sleep

Bonds: Stable Securities for Every Portfolio

Stocks: Thrills, Spills, and Twisted Wreckage

Managed Products: A Fee Circus

Part 2: Buying Options: Looking for a Helping Hand

Chapter 6: Discount Brokers: Cheap Thrills

What Are Discount Brokers?

Why Discount Brokers Are a Great Place to Buy Funds

How to Pick a Discounter

What’s Wrong with Discount Brokers?

Relying on robots to manage your money

Chapter 7: Banks: The Fast Food of Funds

Buy Where You Bank

Buyer Beware: Shortfalls in Bank Offerings

How Banks Pulled Up Their Socks

A Few Gems from the Banks

Chapter 8: Stockbrokers, Financial Planners, and Advisors Aplenty

Alphabet Soup: Figuring Out All Those Titles

Deciding Whether to Pay a Fee or a Commission

Exploring Important Qualifications

The right way to pick an advisor

The wrong way to pick an adviser

Chapter 9: Buying Direct: Five Independents that Sell to the Public

Getting Started with Direct Sellers

Enjoying the Benefits of Dealing with an Independent No-Load Company

Weighing the Drawbacks of Going Direct

Sizing Up the Five Independents

Part 3: The Fund Stuff: Building a Strong Portfolio

Chapter 10: Equity Funds: The Road to Riches

Making Investing in Stocks Simple

Deciding How Much to Bet on Equity Funds

Knowing What Return to Expect from Your Funds

Picking a Fund: The Basics

Avoiding a Lemon

Chapter 11: Heirloom Equity Funds: The Dull Stuff that Will Make You Wealthy

How Many Equity Funds Do You Need?

Global Equity Funds: Meet Faraway People and Exploit Them

Canadian Equity Funds: Making Maple-Syrup-Flavoured Money

Chapter 12: Las Vegas–Style Equity Funds: Trips You Don’t Need

Small and Mid-Sized Company Funds: Spotty Little Fellows

Regional Equity Funds: Welcome to Bangkok — or Hong Kong?

Sector Funds: Limitations Galore

Chapter 13: Balanced Funds: Boring Can Be Good

Understanding Balanced Funds

Reviewing the Problems with Balanced Funds

A Simple Plan for Picking the Right Canadian Balanced Fund

Global Balanced Funds — As Good as It Gets?

Tactical Balanced Funds: Pay Me to Lose Your Money

Chapter 14: Bond Funds: Boring Can Be Sexy, Too

Some Great Reasons to Choose Bonds

How Much Do I Need in Bonds?

How to Pick a Good Bond Fund in 30 Seconds

How Inflation Affects Bonds

Index Funds and Bonds: A Match Made in Heaven

Long Bonds: Grabbing the Lion by the Tail

Short-Term Bond Funds: Playing It Safe

High-Yield Bond Funds: Naked Bungee-Jumping

Bonds Outside Canada

Chapter 15: Exchange-Traded Funds and Index Funds: The Art of Owning Everything

Buying the Whole Enchilada: The Ups and Downs of Indexing

Fitting ETFs and Index Funds into Your Portfolio

Evaluating Regular Mutual Fund and ETF Performance

Understanding Why Fund Managers Seldom Beat the Market

Overcoming Some Salespeople’s Dislike of Index Funds and ETFs

Buying ETFS and index funds

Straying from the Norm: Specialized Index Funds and ETFs

Chapter 16: Dividend and Income Funds: Confusion Galore

What Are Dividend and Income Funds?

Are Dividend and Income Funds Right for You?

The Appealing Tax Implications of Dividends

How to Select a Winning Dividend Fund

The Times Are a’Changin’: The Fall of Preferred Shares and Income Trusts

Chapter 17: Money Market Funds: Sleepy but Simple

Digging into Money Market Funds

Checking Up on Your Money Market Fund

Deciding if Money Markets Are All They’re Cracked Up to Be

Selecting Winning Money Market Funds: Pick Only the Plums

Chapter 18: Fund Oddities: Strange Brews Sometimes Worth Tasting

Target Date Funds: A Gimmick that May Make Sense

ESG Funds: Once Obscure Securities Have Now Gone Mainstream

Labour-Sponsored Funds: Small Business, Big Tax Break — for Now

Funds with Trendy and Focused Mandates

Chapter 19: Segregated Funds: Investing on Autopilot

Hang On to Your Hats: The Rise of the Segregated Fund

Seg Fund Essentials

The Cost of Certainty

The “Deal” with Segs

To Seg or Not to Seg: Are They for You?

Chapter 20: Fund Packages: One-Stop Shopping

The Flavours Fund Packages Come In

What to Find Out Before You Buy

The Upside of Fund Packages

The Downside of Fund Packages

Steer Clear of the Hype

A Look at a Decent Fund Package

Part 4: The Nuts and Bolts of Keeping Your Portfolio Going

Chapter 21: The Places to Go for Fund Information

Independent Sources: Where to Get the Honest Goods

The Regulatory Jungle: When You Need Official Stuff

Fund Company Sites: Useful Information, But Mind the Context

Brokers and Planners: Only the Basics

Chapter 22: RRSPs and TFSAs: Fertilizer for Your Mutual Funds

Pour It in and Watch It Grow: Understanding RRSPs

The Really Tax Free Investment Account: TFSA

Where to Buy Your RRSP

The Beautiful Garden That Is the Self-Directed RRSP

The Most Fragrant Flower: Choosing Funds for Your RRSP

Chapter 23: Taxes: Timing Is Everything

The Wacky World of Fund Distributions

Taxes on Fund Distributions

Taxes When You Sell or Exchange

Index Funds and ETFs: A Tax-Efficient Investment

A Few More Ideas for Tax Savings

Part 5: The Part of Tens

Chapter 24: Ten Questions to Ask a Potential Financial Advisor

How Do You Get Paid?

What Do You Think of My Financial Situation?

Will You Sell Me ETFs, Index Funds, and Low-Cost, No-Load Funds?

What Will You Do for Me?

Can You Help with Income-Splitting and Tax Deferral?

Can I Talk to Some of Your Clients?

What Do You Think of the Market?

What Training Do You Have?

How Long Have You Been Doing This?

Can I See a Sample Client Statement?

Chapter 25: Ten Signs You Need a New Financial Advisor

Produces Rotten Returns

Pesters You to Buy New Products after the Firm Is Taken Over

Switches Firms Frequently

Keeps Asking for Power of Attorney or Discretionary Authority

Doesn’t Return Your Calls or Emails

Won’t Let You Invest in ETFs and Index Funds

Doesn’t Care about Your Overall Financial Plan

Suggests “Unregistered” Investments or Other Strange Stuff

Keeps Wanting You to Buy and Sell Investments

Won’t Abandon Pet Theories

Chapter 26: Ten Mistakes Investors Make

Diversifying Too Much

Diversifying Too Little

Procrastinating

Being Apathetic

Hanging on to Bad Investments

Taking Cash out of Your RRSP

Ignoring Expenses

Failing to Plan for Taxes

Obsessing about Insignificant Fees

Waiting until the Market Looks Better

Index

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Tags: Bryan Borzykowski, Andrew Bell, Mutual Fund, Canadians