Investing Fundamentals

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.

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.

Insight PDF

Dividend investing: Tried and true, for a reason

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

Brochure PDF

Understanding mutual funds

Investing fundamentals series.

Market Volatility

eBook PDF

Investor's Guide: Market volatility

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

eBook PDF

Navigating volatile markets

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

Insight PDF

Diversify your portfolio for a smoother ride

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

Insight PDF

Markets move higher over time but expect a few bumps

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

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.

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.

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.

Insight PDF

Riding the emotional rollercoaster

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

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.

Insight PDF

Reducing volatility, not returns

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

Insight PDF

Stay on track to get ahead

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

Insight PDF

Timing the market is tougher than it sounds

Investors who attempt to time the market often tend to end up buying high and selling low.

Power of Advice

Insight PDF

Mackenzie fees and mutual fund investing: The facts

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

Insight PDF

Five steps to hiring the right financial advisor

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

eBook PDF

Mutual fund investing: Facts about cost

This booklet contains an overview of what investors need to know about investing in mutual funds.

Staying Invested

Insight PDF

Invest for the long term

See how long-term investors have seen their portfolios bounce backed following sharp declines.