Explore our collection of handouts created by the Canon Capital Wealth Management (CCWM) team.
If you have any questions or would like to discuss a topic in more detail, please reach out through our Contact Us page.
Monetary Action Plan (MAP)
This simple, seven-step financial plan guides you through a logical progression of personal finance, from establishing an emergency fund to paying down debt, investing, and achieving lifestyle goals.
Download PDFPortfolio Construction
This handout on portfolio construction provides a visual guide to the relationship between investment risk and potential returns, helping clients understand and select a strategy that aligns with their personal risk tolerance.
Download PDFSavings Rate
This chart helps people determine how much they need to save for retirement by showing the percentage of their current income they can expect to replace based on their age and savings rate. It provides a clear visual guide, helping clients understand the impact of starting early and saving consistently.
Download PDFTarget Date
This handout helps you select a suitable target-date investment based on your birth year, simplifying the process of choosing a fund designed to align with a retirement age of 65. It’s a useful tool for quickly identifying a fund that automatically adjusts its risk level over time to become more conservative as you approach retirement.
Download PDFWealth Multiplier
This chart illustrates the concept of the “Wealth Multiplier”, showing how much a single dollar invested at different ages can grow by age 65. It visually demonstrates the immense power of starting to invest early, as a dollar invested at a younger age has a much greater potential to grow over time.
Download PDFAsset Location
This handout clarifies the differences between asset allocation and asset location, explaining how strategically placing different types of assets in various accounts – such as taxable, tax-deferred, and tax free – can maximize a portfolio’s tax efficiency. It helps clients understand how to manage their investments to reduce their tax burden.
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