Help your clients understand the importance of looking ahead and preparing for whatever the market may have in store.

Subject Line: Be a forward-thinking investor

Dear XXX,

It’s human nature to look at past performance to try and gauge what the future holds. While that may make intuitive sense, we both know there’s more to investing than that.

These articles outline the importance of using fundamental investment principals and strategies to your advantage:

Boost your investing confidence

Prepare for rising rates

Investing in private equity

Unload worthless stock

Consider private REITs

Cigars: the perfect buy-and-hold investment

We’ll discuss these strategies, and how they could apply to your financial goals, in our next meeting. Until then, feel free to ask me any questions you have.



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Originally published on Advisor.ca

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