History lessons
Time-tested principles to help you stay invested
Take a look at important lessons from history that every investor can benefit from understanding
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Investors who abandon stocks in a downturn may miss out on their eventual recovery
PDF - 160 KBSticking to a long-term financial plan gets harder when markets decline. This piece highlights the risks of not staying invested.Sticking to a long-term financial plan gets harder when markets decline. This piece highlights the risks of not staying invested. -
Let logic, not emotion, drive your investment decisions
PDF - 170 KBThis piece explores some of the biases that lead many investors to underperform the stock market and presents some logic-driven solutions to help stay on track.This piece explores some of the biases that lead many investors to underperform the stock market and presents some logic-driven solutions to help stay on track. -
Sequence of returns flyer
PDF - 503 KBThe sequence of returns may have less of an impact on the portfolio of someone who is still working and accumulating assets for retirement; however, during retirement, the relationship between an individual’s rate of withdrawal and the sequence of returns can have a dramatic impact on a portfolio’s overall ability to last. It is, therefore, very important to understand how it may affect your future lifestyle, and plan accordingly.The sequence of returns may have less of an impact on the portfolio of someone who is still working and accumulating assets for retirement; however, during retirement, the relationship between an individual’s rate of withdrawal and the sequence of returns can have a dramatic impact on a portfolio’s overall ability to last. It is, therefore, very important to understand how it may affect your future lifestyle, and plan accordingly. -
Emotional rollercoaster flyer
PDF - 213 KBIt’s natural to feel emotional about your investments.It’s natural to feel emotional about your investments. -
Equity fixed income quilt flyer
PDF - 2 MBThe markets are unpredictable – diversification helps ensure that you don’t own too many of the worst-performing asset classes.The markets are unpredictable – diversification helps ensure that you don’t own too many of the worst-performing asset classes.
