Yield vs. Total Return

Many clients say to us that they want to earn enough income from their investments to cover their expenses and keep their principal intact. The attached piece explains how investing for yield instead of total return is really just an illusion. One specific point is that a stock price moves down by the dividend distribution so there is no way for an investor to spend that dividend and still keep their principal intact.

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Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
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US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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