This is Jeff Wareham, ScotiaMcLeod wealth advisor, with some thoughts for investors outgrowing their mutual funds…
On Wednesday, I stated that proper diversification and risk management is almost impossible by investing in only the Canadian market.
Tune in tomorrow at 8:30, as I review the May performance of the markets around the world, and discuss ideas to protect your portfolio from swings in the value of commodity prices. Learn more about diversifying, in a market that is dominated by the global commodity story.
In segments two and three, I will discuss the impact of making a gift to charity a part of your estate plan, and cover several novel ways to maximize your gift.
Have you outgrown your mutual funds?
For a review your portfolio, or a complimentary copy of my CD, visit www.beyondfunds.ca or call me, Jeff Wareham, at 519 660 3260.
This program is for information purposes only. Fees, management fees, and commissions may be associated with mutual fund investing Investors should consult their prospectus before investing. Views expressed are those of the author, not Scotia Capital. ScotiaMcLeod is a division of Scotia Capital Inc, member CIPF.
Friday, May 30, 2008
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