Investing Fundamentals

Investing Fundamentals

Keep your clients on track for their long-term investing goals by educating them on some of the core principals of investing.

Below you will find investor-friendly materials that can help explain important investing concepts, how to weather volatile markets,
why financial advice matters and more.

Investing Concepts

Investor Insight PDF

Real Return of a GIC

Help your clients see their real returns of a GIC after taking factors like tax and inflation into account.

Investor Insight PDF

Why choose a Bond Fund over a GIC

Help your clients understand why choosing a bond fund over a GIC can be the smarter choice even for conservative investors.

Investor Insight PDF

Dividend Investing: Tried and True, for a Reason

Help your clients see why compounding dividends has historically supported long term portfolio growth.

Market Volatility

eBook PDF

Investors Guide: Market Volatility

Share this guide to help your clients see how markets have remained resilient despite short term volatility.

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eBook PDF

E-Book: Navigating Volatile Markets

Share this e-book of insights from thought leaders to help your clients navigate challenging markets.

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Investor Insight PDF

Markets move higher over time but expect a few bumps

Markets can be bumpy in the short term, but in the longer term they have historically generated positive returns.

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Investor Insight PDF

The ride up is usually bigger than the ride down

During falling markets its important to remember that bull markets have historically lasted longer than bear markets.

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Investor Insight PDF

Diversify your portfolio for a smoother ride

Keeping a diversified portfolio is important because performance among asset classes is unpredictable.

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Investor Insight PDF

Recessions are often unsettling but usually short-lived

Remember that recessions are a normal part of the economic cycle and are historically shorter than expansions.

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Investor Insight PDF

Lower volatility potential with dollar-cost averaging

Regular investing through dollar-cost averaging can be an effective investment strategy to reach your long term goals.

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Investor Insight PDF

Riding the emotional rollercoaster

Help your clients avoid making emotional decisions that can harm their long-term investing goals.

Investor Insight PDF

Markets eventually recover despite volatility

Despite short term crises, over the long term markets have proven resilient by recovering and reaching new highs.

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Investor Insight PDF

Reducing volatility... not returns

Investors with a long timer horizon see less volatility and higher returns the longer they stay in the market.

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Investor Insight PDF

Stay on track to get ahead

Staying invested in markets during downturns often means recovering quicker when markets bounce back.

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Investor Insight PDF

Timing the market is tougher than it sounds

Investors who attempt to time the market often results in buying high and selling low.

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Power of Advice

PDF

Mackenzie fees and mutual fund investing: the facts

Get the facts on fees you pay for investment management, advice and more with Mackenzie funds.

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PDF

Five steps to hiring the right financial advisor

Get five essential steps to finding the right financial advisor for your needs.

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Staying Invested