Consider Your Long Term Strategy

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

The end of March is approaching, which means the first quarter of 2009 is almost over. It has been a very difficult start to the year, but remarkably, both the TSX and the Nasdaq are up for 2009. US markets may finish with their best month since 1974. If you have been sitting on the sidelines, fearful about the market, it may be time to consider your long term strategy. We will hear more bad news, and we may have further sell offs, but there are definitely opportunities for investors with a long term time horizon. Equities, bonds, and preferred shares all offer return potential we have not seen in many years.

The time has come to get a second opinion, and prepare your portfolio for the long term Do you want to discuss your alternatives? 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