Fidelity has helped investors handle the market’s ups and downs for more than 70 years. Share our guide, Investing for Success, with your clients to provide perspective on market behaviour over both the short and long term.
- Focus on the “big picture”
- Think globally
- Time is money
- The risks of “safe” investments
- Don’t miss out
- Time heals all
- Understanding mutual fund sales charges
- Understanding management expense ratios
- Understanding your investment returns
- Getting good advice is a great idea
Focus on the “big picture” – 41 years of returns examined
See why it’s so important to stay the course through the market’s ups and downs.
See how investing in other parts of the world can bring both balance and greater growth to your portfolio.
Time is money
One of the best ways to build wealth is to start early – even if it’s only a small amount.
The risks of “safe” investments
Inflation risk is one reason so-called “safe” investments, such as GICs, may not be so safe after all.
Don't miss out
Trying to time the markets is a losing game. A better strategy is to stay invested.
Diversification = less risk
By combining stocks and bonds in your portfolio, you can lower risk and still add growth to your portfolio.
Time heals all
Historically, equities tend to become less volatile the longer you hold on to them.
Understanding mutual fund sales charges
Help your clients understand initial and deferred sales charges.
Understanding your investment return
Explains the two methods of calculating a rate of return: time-weighted return and dollar-weighted return.
Management expense ratio explained
Understanding the MER breakdown and the value of good advice.