Your Call to Action

So how does a long-term investor find 'peace of mind' through the highs and lows of this market? Ask arguably one of the greatest investors of all time - In his preface to the 4th edition of the 'Intelligent Investor' by Benjamin Graham, Warren Buffett says: "To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework." In other words, have a plan, be disciplined to the plan, and I would add regularly monitor and review the plan.

If you're unsure if your current plan is the right one, visit 'yourlifeyourplan.ca' or call us at 250-868-5525 and ask for a second opinion. We offer a complimentary portfolio report card and we'll help you identify what's working and what isn't; what you should keep and what you should sell. If you're just looking for some great income ideas, ask us for a copy of both Credit Suisse's and ScotiaCapital's recent US and Canadian dividend reports.

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