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 iA Private Wealth, 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 iA Private Wealth.


Registered Offices:

• St. John's

• Toronto

Telephone:

(709) 726-6991

(888) 725-6991 (toll-free)

Email:

larryshort.admin@shortfinancial.ca

Larry Short

B. Comm, CPA, CGA, CIM, CFP®

Portfolio Manager,  Senior Invesment Advisor       

Director, Private Client Group 

Insurance Advisor, iA Private Wealth Insurance

Author

In Short: Secrets to Make Your Dollars Grow

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. ShortFinancial can open accounts only in the provinces where they are registered.