Successful Retirement

a lifestyle sustaining income and a legacy for those you love
March 1, 2015

What is the "Behaviour Gap"?
DALBAR research found that while the S&P 500 returned an average of 8.21% per year between 1992 and 2012, the "average" investor received just 4.25% per year in the same period. That difference is the "Behaviour Gap". We're pleased to present the first in the series of 4 articles that explains why this is and what you can do about it.
         Geoff Perrin     
          Chad Ekren, 
CFP®, B.Comm,
                  Portfolio Manager
“The investor’s chief problem - and even his worst enemy - is likely to be himself.”
Benjamin Graham (known as the father of value investing)

Nick Murray, author of "Simple Wealth Inevitable Wealth", cites Eight Great Mistakes that can be devastating for your portfolio. Click here to read "The Behaviour Gap, Part 1" which details the first four of these great mistakes.

If you haven't seen our video series on "Achieving a Successful Retirement" yet, click here to view them.
Saturday, April 25
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This article was prepared solely by Chad Ekren who is a registered representative of HollisWealthTM (a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). The views and opinions, including any recommendations, expressed in this article are those of Chad Ekren alone and not those of HollisWealth. Capital Concepts and Capital Concepts Group are personal trade names of Chad Ekren. TM Trademark of The Bank of Nova Scotia, used under license.