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A Safer And Easier Way To Invest In The Stock Market

26 November 2024

I have three (3) questions for you:

  • Do you have a goal that is three (3) to five (5) years away?  
  • Do you want to invest in the stock market?
  • Do you lack the expertise and experience to invest in the stock market on your own?

If you said “yes, yes, yes” you are not alone. Here is how JMMB came to Karen’s rescue.

 

Why Karen Was Scared Of The Stock Market


Karen had big dreams and goals.  She kept hearing that the stock market would give her the best rate of return; So following her friend’s advice, she jumped into one stock in November 2019 when the market was still hot and showing no signs of pull back.  Then COVID hit.  

All the financial markets tanked, including the stock market.  She was angry and regretted ever going into the stock market.  She wanted to exit and never go back again.  Then came to JMMB and met with Dwayne a financial advisor.
Why Your Investment Needs To Fit You
Dwayne shared “The stock market is an excellent vehicle to help many persons to achieve their goals IF and only if it fits with their goals, risk tolerance and investment knowledge.  May I ask a few questions to determine whether the JMMB Income and Growth Unit Trust would be a better fit for you to participate in the stock market?  

Does The Income & Growth Unit Trust “Fit” You?


Do you: 

  1. Want to invest towards a medium to long-term goal?
  2. Want your investments managed by experts, who have successfully navigated many up and down markets, getting clients to their goals despite market downturns?
  3. Want to be ahead of the curve so you are better poised to take advantage of up and/down markets? 
  4. Want to ensure all your eggs are not in one basket, so your portfolio is less impacted by market swings? 
  5. Want sound advice, if you get nervous when the market falls? 
  6. Want to enjoy tax free earnings and paying less fees than purchasing individual stocks?
  7. Want investments that have, for over 10 years, consistently outperformed inflation, depreciation and/or the stock market?
     

Based on Karen’s needs, the Income and Growth Unit Trust was an excellent fit, so she invested.

Do you believe the Income and Growth is a good fit for you too?  Please contact us at 876-998-5662.  JMMB is willing to help you. 
 

Written by: Michelle Sinclair-Doyley, Corporate Manager, Group Financial Partnership Support & Financial Education

 
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