mutually beneficial - success resources richard tan

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MUTUALLY BENEFICIAL

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As with any investment, it’s important to understand and weigh both the pros and cons. It doesn’t matter which investment you decide to add to your portfolio, the best protection for your investments is education.

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Page 1: Mutually Beneficial - Success Resources Richard Tan

MUTUALLY BENEFICIAL

Page 2: Mutually Beneficial - Success Resources Richard Tan

Investing in mutual funds is a simple way for new investors to get into the market. 

Page 3: Mutually Beneficial - Success Resources Richard Tan

 What started as a obscure financial

instrument has become extremely popular over

the last 20 years and given birth to the whole

financial planning industry.

Page 4: Mutually Beneficial - Success Resources Richard Tan

We see them sold in just about every bank,

insurance company, and investment agency.

They’re packaged as part of savings plans,

insurance plans and come in so many

different “flavors.”

Page 5: Mutually Beneficial - Success Resources Richard Tan

But although they are more accessible to the average person than individual stocks, they still require research and knowledge. 

Page 6: Mutually Beneficial - Success Resources Richard Tan

That’s where most people who’ve lost

money in mutual funds fail. They’ve been led to believe

that mutual funds are secure, low-risk, and

returns are almost guaranteed.

Page 7: Mutually Beneficial - Success Resources Richard Tan

The financial downturn in 2008 showed, like

any other investment, how uncertain they can

be. Instead of finding out everything they can

about the mutual fund they planned to invest

in, they left it to someone else.

Page 8: Mutually Beneficial - Success Resources Richard Tan

As with any investment, it’s important to understand and weigh both the pros and cons.

Page 9: Mutually Beneficial - Success Resources Richard Tan

There’s always going to be supporters and detractors of including mutual funds in your

investment portfolio. The key is not to blindly follow advice, but like ANY investment opportunity, you

have to do your own homework before you invest.

Page 10: Mutually Beneficial - Success Resources Richard Tan

It doesn’t matter which investment

you decide to add to your portfolio, the

best protection for your investments

is education.

Page 11: Mutually Beneficial - Success Resources Richard Tan

The more you know about an investment, the more thorough your due diligence, the

higher your probability of success.

Page 12: Mutually Beneficial - Success Resources Richard Tan

Success Resources Pte LtdMain Office: 10/11 Pahang Street, Singapore

198611Toll Free: 1800 7822 377

Direct: +65 6299 4677Fax: +65 6295 2441

Email: [email protected]: http://www.srpl.net