Bond Investing For Canadians For Dummies (eBook)

Andrew Dagys is a CPA and a personal finance, investing, and technology expert. He writes about tax-smart investing and financial planning. Andrew is the author of all editions of Stock Investing For Canadians For Dummies, Canadian Small Business Kit For Dummies, and The Canadian's Guide to Retirement Planning. Russell Wild is an experienced financial advisor and writer who has been working in the finance and investment industry for more than 30 years. Russell is the principal of Global Portfolios. He is the author of Exchange-Traded Funds For Dummies.

Introduction 1

Part 1: A Quick Guide to the Fixed-Income Universe 9

Chapter 1: Getting Interested in Bonds 11

Chapter 2: Building the Base for Your Portfolio 29

Chapter 3: A (Mostly) Heroic History of Bonds 43

Chapter 4: Interest, Sweet Interest 55

Part 2: Bonds of Many Distinct Flavors 79

Chapter 5: US Treasury and Government of Canada Bonds: As Safe as Safe Can Be 81

Chapter 6: Getting Down to Business: Corporate Bonds 101

Chapter 7: Powerful As Well: Agency and Provincial Bonds 117

Chapter 8: Municipal Bonds on Offer in Canada and the US 135

Chapter 9: International Bonds and Other Seemingly Out-of-the-Ordinary Offerings 145

Part 3: Bonds as Portfolio Cement 161

Chapter 10: Return, Risk, and Reality 163

Chapter 11: The Art and Science of Portfolio-Building 179

Chapter 12: Slicing the Pie: How Much Should Be in Bonds? 191

Chapter 13: Making Your Preliminary Bond Choices 209

Part 4: A Manual for Smart Bond Shopping 223

Chapter 14: Planning Your Bond Transactions and How to Reduce Taxes 225

Chapter 15: Diving (Carefully!) into the Individual Bond Marketplace 253

Chapter 16: Choosing Canadian and US Bond Funds Wisely 279

Part 5: Bonds as Good Friends of Retirees 305

Chapter 17: Satisfying Your Need for Steady Cash 307

Chapter 18: Ensuring Financial Security in the Golden Years 327

Part 6: The Part of Tens 341

Chapter 19: Ten Most Common Misconceptions about Bonds 343

Chapter 20: Ten Mistakes Bond Investors Need to Avoid 349

Index 355