Client Use Materials

An equity, sometimes known as “shares” or “stocks,” allows investors to exchange their cash for a small piece of a company.

What are mutual funds and how can investing in them help to meet your client's financial goals?

We like to think we invest rationally, but it's easier said than done. Watch these short videos for an entertaining introduction to some elements of behavioural finance.

A volatile market can be difficult to endure, but history shows it's important for investors to persevere.

It's been said that the best time to invest is when you have money.

Here you’ll find market insights from Franklin Templeton investment professionals along with educational resources to help your clients put volatility in perspective and keep their investments on track.

Staying out of a volatile market may mean missing an opportunity for gain, which can take a bite out of investor's returns.