On Saturday, Nov. 17, InvestRight was in Surrey to participate in the city’s Focus on Seniors Forum, which was presented in Mandarin. About 190 people turned up to listen to three keynote speakers, the RCMP, Surrey Fire Services, and other community organizations. InvestRight’s Anne Rutherglen was one of the keynote speakers.

This series of forums tackles the increasingly important issue of elder abuse and neglect. According to Anne, most of the audience was 60+, and they were very interested in who we are and what we do. Of particular interest to people was our InvestRight Guide to Investing: How to make informed investment decisions .

Two weeks ago, we gave some tips for increasing your “investing literacy” which, according to a US study, declines 3.4% per year after the age of 60. In the post, we mentioned the “Know Yourself” section of InvestRight. For those looking for a tool they can download and takeaway, the Guide is a great resource. Here is a short Q & A based on what people were asking at the Forum.

What is the Guide?

The Guide is a free publication (in PDF format) from InvestRight that helps BC residents understand the basics of making informed investment decisions that are consistent with their investment goals. The target audience is women and men who purchase financial products (stock, bonds, Mutual Funds, etc.) through a bank or investment firm. People who are saving for retirement or toward a major financial goal are also part of our intended audience.

What kind of information does the Guide provide?

The Guide has loads of information to help you become more confident and involved in your dealings with your investment advisor. It has six different chapters focusing on topics like how to choose an investment advisor, and how to use research when making investment decisions. There are worksheets for documenting your financial position, and information about investing in private companies.

It is an information guide only. It can help you understand what to think about when making investment decisions, but does not replace the homework you must do, or the advice of a qualified professional.

Where can I get one?

You can get the Guide from InvestRight.org. It is under the Informed Investing tab on the website, under the “Work with an Advisor” heading.

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