Beyond Funds with Jeff Wareham

Democracy Now

Gas Prices

Connect to AM980

AM980 Cares

Jeff Wareham is an Investment Advisor at MGI Securities, in London, Ontario. Jeff is a Certified Financial Planner and a graduate of the University of Western Ontario. Jeff has nearly twenty years in the financial services industry, with experience in wealth management, financial planning, and insurance. Jeff is also the host of Beyond Funds Weekly, a show dedicated to the needs of investors who have outgrown traditional mutual funds. His show covers a wide range of current investment news and topics.

Email Jeff

Audio Archives

Jeff on Twitter

ETFs and rebuilding your portfolio

2/8/2010 8:39:00 AM

This week, on Beyond Funds Market Weekly, I continue with my series on rebuilding your portfolio after the lost decade. Traditional mutual funds have rarely beaten the return of the market. For that reason, many investors are choosing a low cost alternative, the exchange traded fund, or ETF. ETFs are a great way to get exposure to the market, but not all are created equal. Tune in Saturday at 9:30, as I discuss ETFs as a part of your long term strategy

adding strip bonds to your portfolio

2/1/2010 9:22:00 AM

This week on Beyond Funds Market Weekly, I continue my series on rebuilding your portfolio after the lost decade. If you want to invest for the long term, but have an absolute minimum dollar amount you must have at retirement, you should consider adding strip bonds to your portfolio. Buying a strip bond maturing at your retirement target date may be the simplest way to guarantee you meet your goal. Government strip bonds offer a unique combination of security and yield, and you, as an investor, should sit down with an advisor, and explore how you may use them to guarantee the growth of your portfolio. Tune in Saturday at 9:30, and learn more about using strip bonds as a cornerstone of your portfolio.