Helping Investors find their way

Investor's Quarterly AUTUMN EDITION 2016

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Clinton vs. Trump - Investors everywhere have are increasingly focused on the potential impact of the upcoming U.S. presidential election. Continuity in leadership has been associated with stronger returns in the S&P500, based on 2-year returns, since 1928. Although stocks don't usually reverse the course they are on after election day, some sectors are predicted to benefit more than others based on this election outcome. 

The Quest for Investment Income - In this environment of record low interest rates, dividend paying investments with their tax-efficient yields, have increasingly come into the spotlight for income seekers. Interest-only investments such as GICs and money market instruments are not enough to combat the eroding effect of inflation. The negative impact of record low interest rates on retirement savings must not be underestimated. If you're already retired, your savings may decline more rapidly than anticipated unless you cutback on expenditures or assume a slightly higher level of investment risk to keep up with your income retirements.  

*New* FundEX Nominee Accounts - Offered exclusively to FundEX clients nationwide, the FundEX nominee account program provides many advantages to investors including: Improved Access to Information; Less Paperwork; Simplified Tax Slip Issue Process; Ability to Authorize Trades by Phone or Email; Direct Online Payment Between Bank and Nominee Account; Onine Access Through Secure Client Portal. 

The 4 Pillars of Investing - Begin Early: The power of compounding can make a significant impact on your invstment savings over time. Invest Regularly: Always remember to pay yourself first. Prioritize monthly investments for your future with a Pre-Authorized Contribution (PAC) Plan. Diversify: A time-test strategy to reduce risk and smooth out the ride is to hold investments in different areas. Mutual funds are an excellent tool to diversify due to the number of holdings in each fund. Stay Invested: Riding out the natural ups and downs of the market under the watchful eye of an experienced team of professional portfolio managers is a less risky approach than repeatedly jumping in and out of the market.

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