September 8, 2008 Morning Spot

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

Over the weekend, the US government announced plans to bail out Fannie Mae and Freddie Mac, and this may be a critical point in the year old credit crisis. It may not be the end of the volatility we have seen over the last few months, but it is another key step to sorting out the US mortgage mess. Markets will eventually recover, but after weeks like last week, it is vital to have your portfolio built to survive the volatility.

There are only a couple of seats left for my lunch at the Black Trumpet tomorrow, September 9th, where Nevin Markwart of Fidelity Investments and I will discuss alternatives for investors who want to protect their portfolios. If you wish to attend, call me right away

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.