Conservative mutual funds for seniors

    • [PDF File]Financial insights

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      o Mutual funds: These are securities, and that gives you a clue that we are now entering much riskier territory. The principal is not guaranteed by anyone. The return in any one given year can be sharply positive or negative. For example, many solid mutual funds grew 26% in 2003, but dropped 38% in 2008. Thus, for mutual funds to attract

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    • [PDF File]Portfolio Series Balanced Fund - CI Investments

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      Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. 2 T he r i sk lvof aundb tm cw z g yN I 8 1- 02, ’ measured by the 10-year standard deviation of the fund’s returns.

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    • [PDF File]Your life should be interesting - Your investments should ...

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      and plenty of choice among conservative, moderate or aggressive growth options. And they are easy to understand and select. Q: Are mutual funds good investment choices for my RSP? A: For long-term investing in an RSP, a well-balanced mutual fund often makes sense. Historically, stock market performance during just about any long period of time

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    • [PDF File]What Seniors Need to Know About Annuities

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      The guarantees are conservative, so that the company will be able to pay you the guaranteed amounts, even if conditions ... mutual funds, etc . State of California Department of Insurance ... What Seniors Need to Know About Annuities California Department of Insurance

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    • [PDF File]NATIONAL SENIOR INVESTOR INITIATIVE

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      OCIE/FINRA National Senior Investor Initiative . Building on prior regulatory initiatives, OCIE’s National Examination Program staff, in coordination with FINRA, initiated a series of 44 examinations of broker-dealers focused on the types of securities senior investors were purchasing and the methods firms were using when recommending securities.

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    • [PDF File]NATIONAL SENIOR INVESTOR INITIATIVE - FINRA

      https://info.5y1.org/conservative-mutual-funds-for-seniors_1_04bbed.html

      NATIONAL SENIOR INVESTOR INITIATIVE ... were 65 or older in 2011.2 Moreover, the number of seniors living in the United States will increase dramatically in the future. For example, the number of ... securities consisted of mutual funds, deferred variable annuities (“variable annuities”), equities, ...

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    • [PDF File]PROTECTING SENIOR INVESTORS: REPORT OF …

      https://info.5y1.org/conservative-mutual-funds-for-seniors_1_02678b.html

      seniors and retirees for compliance with securities laws and rules (federal, state and self- ... annuities, mutual funds, private placements of speculative securities (such as oil ... recommended to an investor with a “conservative” investment objective, or an

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    • [PDF File]Mutual fund sales practices

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      Letter, mutual funds are called out throughout the letter . Of particular import is suitability, sales charge discounts and waivers, as well as sales to seniors and other vulnerable investors. 8. Furthermore, in 2016, mutual funds were among the top four security types involved in …

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    • [PDF File]Claritas PRIZM Premier Segment Narratives 2018 final

      https://info.5y1.org/conservative-mutual-funds-for-seniors_1_280a8d.html

      owning mutual funds, a second with 12% of its members owning mutual funds, and the third with 30% of members owning mutual funds. However, this resulting segmentation system does not provide useful information about any other behaviors—it’s optimized only for owning mutual funds. This is one of the limitations of the CART

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    • [PDF File]FUND FACTS BMO SelectClass Income Portfolio Series T6 ...

      https://info.5y1.org/conservative-mutual-funds-for-seniors_1_e373c9.html

      The fund may invest in securities of other mutual funds and exchange traded funds, investing to a greater extent in mutual funds. The fund may also invest directly in fixed income securities and cash or cash equivalents. ... • you want a conservative investment with the potential for limited capital appreciation • you are comfortable with ...

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