July 14, 2008 Daily Morning Spot

This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.



It could be an interesting week on the markets, after a very busy weekend…major mergers, a bail out for the two US mortgage issuers, and the second largest bank failure in US history…all while the markets were closed.



Over the past few weeks, I have been talking about playing defense in volatile markets.



The stories from the weekend are all very different, but each may be a sign of health returning to the global markets.



After a couple of years of challenging markets, it may be tough to stay committed to your long term plan…but you really should.



For ideas on playing defense in volatile times, give me a call.



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.