3 STRATEGIES FOR THE LONG TERM INVESTOR
Avail Wealth Webinar Series OnDemand
Hosted Date : July 13, 12:00 p.m. – 12:30 p.m.
Tyler Brack CPA, CA, CFP
Wealth Planner Avail CPA
Ryan Sawka CIM
Investment Counsellor - WealthCo Asset Management
The events of the first half of 2020 will undoubtedly redefine the investment landscape in ways few investors will be able to predict, leaving the door wide open for investors to revisit strategy, planning, and execution.
Market update and conversation outlining current market developments focused on three key realities and corresponding strategies that allow investors to maintain composure through tough times, and set the foundation to thrive during inevitable recovery.
Is your investment strategy aligned with your goals and objectives?
It is natural for you to have questions and concerns regarding the health of your investment portfolio in times of extreme market volatility. Although it’s important for you to review your investment plan, it can be difficult to focus on long term goals and objectives, and not react to immediate concerns when there is elevated risk factors.
The Avail Wealth investment review service is an independent non-bias evaluation of performance, fees, and the alignment of strategy within your portfolio in regards to your goals and objectives. This service is provided free of charge to Avail clients.
Establish a clear understanding of your long term investment goals and objectives.
Review current and past performance of your investments.
Asses your portfolio diversification strategy.
Calculate your fees and expenses within your portfolio.
Provide relevant strategies and unbiased advice regarding your overall investment review, and ascertain if Avail can provide increased value through integrated planning.