Time
for a Check-Up?
Author:
Ivon T. Hughes
It's
hard to believe we are nearing the end of summer. It's time to slowly ease
back into reality and, if you are an investor, that means reviewing your
financial plan.
It's
been a wild year for investors. We're only ¾ of the way through and
we've had to deal with disease, war, blackouts, wildfires and the sudden
surge in the Canadian dollar, all making for a somewhat less than stable
market environment.
If it's been a while since you last reviewed your financial plan, now is
a good time to give yourself a "Risk Check-up".
My
website, [www.broker.savetax.ca] has a section called E-fficient Investor,
which will show you how much risk you are taking with your current portfolio
(regardless of what you are investing in), how much risk you should be taking,
and what mix of investments will help you achieve your financial goals, while
remaining within your risk tolerance.
E-fficient
Investor also has a stand-alone educational module called the 10 Key Investment
Principles, which explains the most important investment concepts in an easy
to understand manner.
If
you are interested in giving your portfolio a Risk Check-up, visit my website,
or give me a call and I'd be happy to help you review your financial plan.
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Ivon T. Hughes, The Hughes Trustco Group Ltd.
Online Insurance Broker - Get a FREE Quote TODAY!
Tel: (514) 842-9001 Email: [email protected]
Web: http://www.trustco.ca
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