Action is recommended during stock market volatility

    TORONTO, Sept. 30 /CNW/ - Warren MacKenzie, President of Second Opinion
Investor Services (, says the current market downturn is
an opportunity to review the performance of one's investment portfolio and
one's financial advisor.
    The question investors should ask themselves is not, "did my advisor call
to tell me not to worry?" but: "did my advisor's recommendations help keep me
    MacKenzie says investors should view current market conditions as an
opportunity to:

    (1) rebalance portfolios back to target asset allocations by buying
        stocks when they are cheaper;

    (2) trigger tax losses to recover capital gains tax paid during the
        previous three years;

    (3) re-examine the asset mix and sector diversification to see what
        changes should be made;

    (4) update their financial plan;

    (5) verify that value is being received for fees paid to financial

    Investors can also objectively assess and rank the performance of their
financial advisor by using the free Advisor Score Card found at .

For further information:

For further information: Media Contact: Warren MacKenzie, (416)

Organization Profile


More on this organization

Custom Packages

Browse our custom packages or build your own to meet your unique communications needs.

Start today.

CNW Membership

Fill out a CNW membership form or contact us at 1 (877) 269-7890

Learn about CNW services

Request more information about CNW products and services or call us at 1 (877) 269-7890