- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
Historically, stock markets fall over 10%, called a Correction, about three of four times in every five years, and they fall over 20%, called a Bear Market, almost twice every five years.
Nevertheless, I can tell you that Terry and I never worry about our investments.
Here’s why; it’s simple, but it works for us.
Our Mutual Fund money managers use their knowledge and experience, and their extensive research, to build portfolios of world leading corporations that have talented management teams, are in solid financial shape, and have a product or service to sell that is competitive and sought after by customers.
It just seems to be commons sense that these corporations are not going to go bust and become worthless. And it seems commons sense that the share price of these corporations will go up over time.
Our Mutual Fund money managers keep a close eye on these corporations, buying their shares when the price is attractive and then selling them when they become overpriced.
This strategy works for us. It gives us confidence. We are calmly securing wealth in the long run.
We hope you are feeling good about your investments too. Please remember, we’re always here for you if you ever feel like chatting.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.