Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Interbank lending market wikipedia , lookup
Systemic risk wikipedia , lookup
Investment banking wikipedia , lookup
History of investment banking in the United States wikipedia , lookup
Private money investing wikipedia , lookup
Investment fund wikipedia , lookup
Stock trader wikipedia , lookup
Systemically important financial institution wikipedia , lookup
Socially responsible investing wikipedia , lookup
Investment management wikipedia , lookup
Environmental, social and corporate governance wikipedia , lookup
April 24, 2006 Investment Letter INVESTMENT STRATEGY 10% Japan/Asian Funds. We have adjusted our investment strategy to reflect the current market conditions. It is recommended that investors stay out of the US market due to the two US major deficits. A Budget deficit risen from 5 trillion to 15 trillion in the past six years, also a trade deficit with Asian countries, mainly China. The US continues to borrow 2 billion a day. Added to the deficit the weakened US dollar will negatively affect performance of investing in US. The strengthening Canadian Dollar will also have a negative impact on price conversion. If you wish to review your personal portfolio to ensure that your investments are in line with the above strategies please call the office to set a phone or personal appointment. It is our recommendation that investors concentrate on Canadian markets. Conservative investors should invest in Balanced Funds and conservative Canadian Equities. To be more aggressive consider adding 10% Resources and/or 10% Precious Metals. Investors with a higher risk tolerance may wish to add 18966 Mc Cowan Road Mt. Albert, ON L3R 8C5 MRS BULLETIN If you have accounts at MRS Securities Services Inc., including those created during the recent account split, you may now elect to give your Financial Advisor access to information on your accounts. Simply complete and submit one simple form available on the homepage www.mrs.com, click on M.R.S. Securities Services Inc. Trading Desk Applications and Forms. Complete the form and your Financial Advisor will be able to access information on your accounts by phone. Now available to our investors travel insurance for 30 day travel trips covering all pre-existing conditions at competitive rates. Take advantage of our toll free phone number 1-800-665-3746 and allow us to assist you with your investment and insurance needs. Sincerely, Murray Coulter Financial Advisor Life Planning Counsellor Elder Planning Counsellor Michael Coulter Financial Advisor JD Coulter Financial Advisor TRAVEL INSURANCE www.murraycoulterandassociates.com E-mail: [email protected] Phone: (905) 473-7599 1-800-665-3746 Fax: (905) 473-7617 Financial Planning, Estate Planning, GIC’s, Life Insurance, Disability Insurance, Critical Illness Insurance Licensed with Keybase Financial Group for Mutual Funds and RRSPs Sue Latchford Executive Assistant KEYBASE FINANCIAL MURRAY COULTER AND ASSOCTIATES 18966 Mc Cowan Road Mt. Albert, ON L3R 8C5 www.murraycoulterandassociates.com E-mail: [email protected] Phone: (905) 473-7599 1-800-665-3746 Fax: (905) 473-7617 Financial Planning, Estate Planning, GIC’s, Life Insurance, Disability Insurance, Critical Illness Insurance Licensed with Keybase Financial Group for Mutual Funds and RRSPs