March 2020
Define.Plan.Achieve
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"The stock market is a device for transferring money from the impatient to the patient"
-Warren Buffett
Upcoming Meetings
We are encouraging those who feel ill or have travelled outside the country and feel they may have been exposed, to reschedule or conduct a call/video meeting. If this applies to you, please kindly inform us which option you would prefer (phone or video call) and we will ensure you are sent the relevant information. If this does not apply to you, we will see you in person.
 
We appreciate your efforts in helping us keep our families and co-workers healthy. As a small business, we take the health and safety of our clients and co-workers seriously.
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Stick with Your Plan and
Keep Your Perspective
Keep calm and carry on
-James Gauthier, iA Wealth Research Insight

My team and I spend a good amount of our day monitoring the capital markets and keeping tabs on the professional money managers who run the mutual funds you support.

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Emotional investing
When something is threatening us, experience tells us to get away as quickly as possible. That's a prudent reaction when dealing with bears, avalanches and hurricanes, but it's not so helpful when it comes to investing.

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The bulls outweigh the bears
No one enjoys a bear market-- usually defined as a market decline of 20% or more over two months.

But looking back through the history of both the Canadian and U.S. stock markets, it's clear that on average, bull markets-- an increase of 50% or more in the value of the stock market-- last longer and more than make up for losses incurred during bear markets.


Helping you grow, protect and leave a legacy

This information has been prepared by Greg Frost who is an Investment Advisor for HollisWealth®. The material contained does not necessarily reflect the opinion of HollisWealth. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The information contained in this newsletter comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces in which they are registered. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. For more information about HollisWealth, please consult the official website at www.holliswealth.com . Insurance products provided through Hollis Insurance.