This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.
On Saturday, I spoke about the emergence of two innovative alternatives for investors who want the benefits of mutual funds, but know they need something more.
I focused on using deferred annuities, and institutional portfolios, but there are many alternatives.
Mutual funds are a powerful, flexible investment tool, but they are not the only way to achieve diversification…but for many investors, they should only be the starting point.
With proper planning, an advisor may construct a portfolio with many of the benefits of mutual funds, without many of the pitfalls.
Have you outgrown your mutual funds?
Monday, June 16, 2008
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