This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.
Welcome to 2009!
No question, 2008 shook the confidence of investors to its very core, a new year may be a new start for you. Global markets were down between thirty and fifty percent last year, so you may feel like the sky has fallen, but the time has come to consider your options. One of the best strategies for the coming year is to control the costs buried within your investment portfolio. Tune in tomorrow at 8:30, for Beyond Funds Market Weekly, as I discuss the year ahead, and the choices available to investors who have outgrown their mutual funds. Have you outgrown your mutual funds? Do you want to discuss your alternatives?
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, January 2, 2009
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