July 23, 2008 Morning Spot

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



Momentum in the market is a fascinating thing.



On Monday, I discussed this week’s importance from the standpoint of US companies reporting, and the view it will give us of the state of the global economy.



Two days in, we have had some pretty lousy results, yet the US markets have charged a head, while oil and energy prices have dragged the Canadian market down.



It appears that bad news is no surprise, and investors may be willing to start committing new money to the market.



Is it time to review your mix of assets, and look at global opportunities?



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.