The Long term investing is obviously a key component for successfully building wealth.
But that does not mean that advisors and clients need to be complacent.
A little too much "buy and hold, and we'll get through this" and a little more "here is exactly how we are going to take advantage of the current environment" is required.
If you do not know exactly how your portfolio will adapt when markets fluctuate then you are most often leaving it to chance.
In the end, doing things differently is the only way you can create a different result and therefore a "remarkable" outcome with your portfolio.
***Video was originally shot June 11th, 2020***
There are no guarantees that the return will be positive for equity-based marathon notes.
Although they are designed to outperform the underlying index if positive at maturity, there is no guarantee that the underlying security will be positive the respective maturity date.”
All investment advice related to securities is provided by Todd McLay and his team, through Precedence Capital – Gravitas Securities Inc. (GSI).
Any views or opinions expressed on this website are solely those of the representative, and do not necessarily represent those of Gravitas Securities Inc. (GSI). The information contained herein was obtained from sources believed to be reliable, however, the accuracy is not guaranteed. This site is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered.
Todd McLay is currently licensed in: British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. Todd Bergstresser is currently licensed in Saskatchewan, Alberta British Comlumbia. Mike McKague is currently licensed in Saskatchewan.
GSI advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance-related products and/or financial planning services. These services are not offered through Gravitas Securities Inc., however, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer.
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