why there is only one responsible & intelligent way to invest
TRANSCRIPT
welchllp.com
Micheal Burch, CPA, CA, CFPManaging Partner – Welch [email protected]@WelchLLP
PRESENTERS
Daniel SolinNY Times Bestselling [email protected]
Cameron Passmore, CIM, FMA, FCSIPartner| Portfolio Manager – PWL [email protected]@CameronPassmore
DEFINING INDEXES, ETFs, & MUTUAL FUNDS
WHAT IS “ACTIVE MANAGEMENT”?
WHAT IS “EVIDENCE BASED INVESTING”?
WHY STOCK PICKING IS A LOSER’S GAME
WHY MARKET TIMING IS A LOSER’S GAME
HOW HAS THE AVERAGE INVESTOR DONE OVER THE PAST 20 YEARS?
INDEX FUNDS GIVE YOU MARKET RETURNS WHICH ARE ABOVE AVERAGE RETURNS
HOW TO PLAY THE WINNER’S GAME
welchllp.com
Asset allocation
Global diversification
Low costs
Tax efficiency
HOW CAN CANADIAN INVESTORS IMPLEMENT AN EVIDENCE-BASED PORTFOLIO?
Model portfolios: Canadian Couch Potato
Micheal Burch, CPA, CA, CFPManaging Partner – Welch [email protected]@WelchLLP
Q & A
Daniel SolinNY Times Bestselling [email protected]
Cameron Passmore, CIM, FMA, FCSIPartner| Portfolio Manager – PWL [email protected]@CameronPassmore
The Intelligent Investing Series - Part 2: When Active Investing is the Best StrategyTuesday, Nov. 24th, 2PM
Featured guest speakers: Kevin Charlebois, CFA - President, Chief Investment Officer & Director, and Michael G. Adams - Senior Vice President from Brookfield Soundvest Capital Management Ltd.
Look for the registration link at www.welchllp.com or in our follow-up email!
THE SERIES CONTINUES…