In Short: Successful Investing During Turbulent Times

It is apparent that many investors are frustrated by traditional investment methods. There is much anger on the behalf of investors, particularly baby boomers, who were promised great investment returns only to see their savings not meet their needs after so many years of investing. This book is a way to teach alternative investing methods in an entertaining fashion.

Many books try to preach investing methodology as in “here is what you should do.” That doesn’t work because everyone already knows that they should buy low and sell high but, because buying low can only be done during a time of great worry and selling high can only be done when the economy is booming and profits are easy to get, investors cannot actually make proper investment decisions.

This is similar to all the diet books out there. We all know we should eat less and exercise more, but how do you actually do that.

Real change arises when you change the way people think and that is what this book is attempting to do. The book is an attempt to retrain the reader’s brain to think differently about investing.

Generally this means recognizing that the old investment rules no longer work. For example, Buy and Hold investing does not work, mutual fund managers cannot live up to their historical results, and the way investors are choosing investments is not correct.

Investors must understand that the stock market goes through a series of crisis broken occasionally by periods of calm. To make money you buy when the crisis is at its worse and sell during the periods of calm but most investors can only do that if they fight their feelings of fear during such a crisis.​

Hopefully this book leads the reader to their own insight about their feelings around investing, coaching them on the historic behavior of investors in the past and leading them to their own conclusions about how they should invest in the future.

Finally, investors should recognize that these turbulent times for investing will continue and the investor and their advisor have to take a different approach than they have in the past. We also see that investors do not understand how their advisor gets paid and this book pulls open the Kimono to explain how we are paid. As well, the investor and advisor should be aware of the upcoming changes in legislation governing the investment industry and the impact that will have on them.​

This information was prepared solely by Larry Short who is a registered representative of HollisWealth®, a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).The views and opinions, including any recommendations, expressed are those of Larry Short alone and not those of HollisWealth®

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Larry Short


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Insurance Advisor, Hollis Insurance


In Short: Secrets to Make Your Dollars Grow

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Larry Short, Portfolio Manager for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be 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 the securities mentioned. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at . ShortFinancial is a personal trade name of Larry Short.

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