Do you know the real cost of staying in money markets?
Submitted by Krishan on March 17, 2025 - 1:24pm
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Help get your clients invested again! Many clients are hesitant to reinvest in markets — but waiting could cost them. Our latest case study breaks down the data to assess the performance of money market funds versus globally diversified balanced portfolios. |
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Key insights from the case study |
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Higher long-term returns: Balanced funds have outperformed money market funds in 75% of rolling three-year periods.1 |
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Inflation risk: Money market returns often fail to keep pace with rising inflation leading to reduced real returns over time. |
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The cost of waiting: See how how holding cash erodes returns over time and impacts long-term growth potential. |
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By helping your clients understand the real costs of holding risk-free investments, you can guide them toward smarter investment decisions. Read the case study to start the conversation and provide valuable insights. |
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1 Source: Morningstar Research Inc. as of November 30, 2024. Segregated Fund contracts are issued by The Empire Life Insurance Company (“Empire Life”). A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Please read the information folder, contract and fund facts before investing. Past performance is no guarantee of future performance. All returns are calculated after taking expenses, management and administration fees into account. FOR ADVISOR USE ONLY |
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The Empire Life Insurance Company
259 King Street East, Kingston Ontario
1 877 548-1881
info@empire.ca
8:30 am to 5:00 pm, EST weekdays |
