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  2. Prudent Principles

Prudent Principles

Balance out investment volatility

Submitted by Agrawal Associates on September 12th, 2017

September 13, 2017

With no crystal ball to indicate when the markets will rise and fall, investors need to balance their risk and potential reward. Dollar cost averaging is one way conservative investors can participate in the constantly fluctuating market and lower their overall exposure to risk.

Tags:
  • Dollar cost averaging
  • Drive Away Hunger
  • investment management
  • Prudent Principles
  • Wealth Management
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Diversify your investments; a prudent approach

Submitted by Agrawal Associates on August 20th, 2017

August 21, 2017

How can you get better rates of return in your investments with lower risk? One prudent principle followed by all of the advisors at Agrawal Associates is to encourage diversification in your investment portfolio.

Tags:
  • diversification
  • investment management
  • Prudent Principles
  • Wealth Management
  • Read more

Finding balance with the Efficient Frontier

Submitted by Agrawal Associates on April 3rd, 2017

April 4, 2017

Risk versus return. It's one of the primary challenges of wealth management: finding the balance between a client's risk tolerance and desire for a certain rate of return.

Tags:
  • Efficient Frontier
  • Graph
  • Harry Markowitz
  • Prudent Principles
  • Risk Tolerance
  • Wealth Management
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  •   #100-37 Richard Way SW, Calgary, Alberta T3E 7M8
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Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.

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