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Rethinking the Way You Invest

Change is never easy, especially in terms of changing the way you invest or whom you choose to invest with. At the F. Danielson Group, we believe that, sometimes, change can be beneficial.

You may be anxious about your investments, and frustrated by the false predictions of so-called “financial experts”. You may also be disillusioned by the behavior of firms on Bay & Wall Street. The good news is you can improve your investment experience and it’s not as hard as you would imagine. Taking a little time to become more aware of how things work can go a long way. It is never too late to rethink the way you invest.

The following white papers have been created by Tullet, Matthews, a strategic partner, to help you rethink the way you invest. 

Please click on the following white paper titles to download and review the following seven white papers:

 

		Eight Common Investment Pitfalls In our quest for a prosperous and financially secure future, we must first review the potential roadblocks that could prevent us from succeeding.  These 8 common investment pitfalls trap both beginners and experts alike. Even those who are more experienced investors should review this white paper annually to ensure that their emotions haven't crept into their portfolio management program.
		Winning Investment Strategies Informing yourself of the three winning strategies is a crucial first step to ensuring your financial future. In doing so, we will be casting off the fast-food philosophy that can affect many of our most important investment decisions.
		Redefining Investment Execution The tools you use to implement your investment strategies have an impact on your bottom line. The active trading of funds and the fees that accompany these services will, over time, have a significant impact on your portfolio’s total costs and, in turn, will reduce your returns. Therefore it is well worth your while to pay attention to these seemingly trivial details. Doing so will allow careful investors to be among the fortunate few who reap the greatest potential profit from their assets in the years to come. The good news is that investment tools and winning strategies do exist.
		Making the Winning Strategies Work This white paper begins by discussing the importance of an Investment Policy statement is and how to go about creating one which works for you.  Next you'll learn how to utilize certain principles in a powerful way when merged into an overall financial strategy. With the power of an IPS, a life plan, and the 10 principles of successful investing, you could potentially increase the odds that you will obtain better performance from your portfolio over the long term.
		Core & Explore - A Slippery Slope Are investors better off building portfolios with a total investment strategy in place? Should investors treat their entire portfolio as a core? Find out what capital markets have shown to reward investors over the long term.
		International Investing - 5 Good Reasons to Spread Your Wealth This white paper highlights the benefits of keeping a healthy dose of international investments in your portfolio mix. We will investigate why Canada forms a relatively small part of global markets and discuss why allocating long-term wealth in foreign equities is sound, prudent, and makes sense.
		Hedge Funds - Risky Business Hedge funds, and other forms of alternative investments, have been around for decades. They were traditionally marketed to the super-rich and often have glamorous reputations. Pitched as a way for wealthy private investors to ride the performance wave of the best active money managers, hedge funds and other alternative investments have increasingly made their way into the mainstream with—as we will see—varying results.

8 Tips to Rethink the Way You Invest:

-	Do not build your portfolio on bold forecasts
-	Do not chase past returns as they are random
-	Do not invest in alternative investments as they are too risky
-	Be aware of and stay clear of investment pitfalls
-	Invest in asset classes and not “star managers”
-	Build a diversified portfolio using asset class investments
-	Hire a firm with an investment process and plan for you
-	Insist on full transparency and investment reporting