Wednesday, March 25, 2009

getting ready for the eventual recovery

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

Falling stock prices may be pushing you to consider your alternatives.
A change may be in order, but what kind of change should you make?
Equity mutual funds have followed markets lower, and many have fallen
more dramatically than the market. If your portfolio is large enough
to justify it, youu really should consider working with an advisor,
and own quality stocks and bonds, focusing on balancing growth with
safety.. Over the long term, this approach should give you the best
opportunity to rebuild your wealth, without the impact of the
expensive management costs associated with most mutual funds.

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

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