learning Path

Starting to Invest

Intro Email
When you become an investor, it’s important to understand all the foundational information around investments. This allows you to make key decisions and sets you up for a successful investment experience. Over the next few weeks, I will send you some content around this. Please take a look and reach out if you have any questions.
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Week 1:
Investment Basics
Explains the difference between stocks and bonds.
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Week 2:
Investing Expectations
Helps your clients understand real vs. nominal returns and how inflation affects your investments.
Week 3:
Don't Get Emotional
Discusses how the key to investment success is staying invested through market ups and downs.
Week 4:
Missing the Best Days
Discusses how the key to investment success is staying invested through market ups and downs.
Week 5:
Reinforces the principle of staying invested for the long run, with a real example using historical data.
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Based in Toronto, Ontario, Canada
contact@heyadvisor.ca