July 4, 2008 Morning Spot

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



The third quarter of 2008 is starting much as the second one ended…a great deal of volatility and uncertainty.



Many analysts see the markets falling further before they recover.



How should you protect your portfolio from falling further?



Tune in tomorrow at 8:30 AM, to Beyond Funds Market Weekly, as I discuss some novel ways for you to ensure that your portfolio will avoid the downside, while still taking part in the upside of the equity markets when they eventually recover.



Learn how the best offence may be a good defense…using strategies that that may not be available to your current advisor.



Ask yourself, 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.