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Glossary

Investment Strategies

Understanding investing and financial planning basics will help you organize and manage your financial life. It's an ongoing process that changes as your life and needs change. The keys to understanding financial planning concepts are to recognize where you are today, identifying where you want to go, and determining how to get there.

By establishing your goals, understanding concepts like asset allocation, dollar cost averaging, compounding, and diversification, you can approach your investments with a strategy that will help you increase your wealth while you protect your portfolio.

Learn more about:

• Where The Smart Money Goes
• Fundamental vs. Technical Research - Is One Better?
• Power Of Compounding
• Understanding Asset Allocation
• The Importance of Staying Focused on the Long Term
• Managing Risk
• Managing Investments in a Volatile Market
• Avoid Investment Pitfalls
• Pay Yourself First
• Global Investing
• Guidelines For Intelligent Investing
• Options
• CIBC Principal Protected Notes
• Understanding Exchange-Traded Funds
• CIBC Managed Portfolio Services (MPS)
• Investing In Quality
• When is it Time to Sell your Winners (or Losers)?

Frequently Asked Questions:

• What Is Asset Allocation?
• Why Is Market Timing So Difficult?
• How Do I Assess Risk?

The information contained herein is considered accurate at the time of posting. CIBC, CIBC World Markets Inc. and CIBC Investor Services Inc. reserve the right to change any of it without prior notice. It is for general information purposes only. Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

CIBC Investor's Edge is the discount brokerage division of CIBC Investor Services Inc., member CIPF. CIBC Investor Services Inc. does not provide you with any legal, tax, or accounting advice or advice regarding the suitability or profitability of a security or investment in a CIBC Investor's Edge account. You assume full responsibility for transactions in your CIBC Investor's Edge account and for your investment decisions.

The information on this Web site is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual, and you should not rely on it as such.