Marcus Slade - Topic: Principles for Successful Investing

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Marcus Slade - Topic: Principles for Successful Investing

Marcus Slade - Topic: Principles for Successful Investing

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  • 1. Investment Scams, Pitfalls and….Principles For Successful InvestingMark Driediger, Assante Financial ManagementMarcus Slade, Mackenzie Financial ServicesThe Do’s and Don’ts of Successful Investing June 18, 2008
  • 2. Investment Scams • West African Fraud2
  • 3. Investment Scams • Prime Bank Instrument Investment Scheme3
  • 4. Investment Scams • The Hallmarks of Forex Fraud4
  • 5. Investment Scams • Affinity Fraud5
  • 6. Investment Scams • Identity Theft6
  • 7. Successful Investing • Have a Plan: • Define investment goals • Maintain focus on core objective and priorities • Design and implement a plan • Avoid emotion driven decisions7
  • 8. Successful Investing • Acquire Knowledge: • Seek advice from professionals • Ask questions • Be sure to understand what you buy • Understand investment fees and benefits • Know the link between risk and reward8
  • 9. Successful Investing • Maintain Realistic Expectations: • Don’t underestimate risk • Don’t chase hot returns • Don’t expect to effectively time the market • Don’t be too conservative9
  • 10. Successful Investing • Investment Strategies: • Hire professional money managers • Dollar cost average • Diversify holdings • Rebalance your portfolio10
  • 11. Successful Investing • In summary: Invest wisely… and avoid torpedoes!11