Stocks are the cornerstone of many investment portfolios. Should they be a part of yours? That depends.

Investing in individual securities outside of mutual funds can generate increased returns for more sophisticated investors. But invest in the wrong stock and the opposite can be true.

The key to investing in the stock market is to understand where you are putting your money—and get good advice to avoid putting too much of your portfolio at risk.

Your Credential Securities Investment Inc. Advisor at Envision can work with you to determine where stock fits in your overall portfolio, and facilitate changes in your stock holdings for you.

Envision also offers direct access to the stock market through Qtrade, an online investment service.

Bonds
Bonds are a debt investment whereby you loan money to an entity for a defined period of time at a fixed interest rate.

Although they may seem to offer an insignificant return compared to the stock market, their safety and security can be invaluable during uncertain economic times.

How much of your portfolio should be made up of these kind of lower-risk investments? Your Investment Advisor at Envision can work with you to develop a personalized investment plan. Contact one of our Credential Securities Investment Advisors for more details.

*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc.  Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.  Please read the prospectus before investing.  Unless otherwise stated, mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.  Credential Securities Inc. is a Member-CIPF. ®Credential and Credential Securities are registered marks owned by Credential Financial Inc. and are used under licence.

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