Wednesday, July 8, 2009

Bonds in long term financial strategy

Over the past few months, I have suggested that investors looking to rebuild and rebalance their portfolio should be looking at the important role bonds may play in their long term financial strategy. Corporate bonds have delivered superb returns over the past few months. Although there are still some excellent returns to be had in the corporate area, I am currently looking at municipal bonds and real return bonds for investors who do not wish to experience the volatility we have seen over the last couple of years. If you are looking to protect your wealth, give me a call, and we can discuss where bonds may fit in.

Do you want to discuss your alternatives?
Have you outgrown your mutual funds?


For a review your portfolio, or a complimentary copy of my CD, visit, www.beyondfunds.ca or call me, Jeff Wareham, at 519 660 3260. This program is for information purposes only. Fees, management fees and commissions may be associated with mutual fund investing. Investors should consult their prospectus before investing. Views expressed are those of the author, not Scotia Capital. ScotiaMcLeod is a division of Scotia Capital, member CIPF

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