Tag Archives: Mutual Fund

6 Ways to Give Your Portfolio a Spring Tune Up

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After a cold, hard Canadian winter, there’s nothing like those early signs of spring – the days start to stretch longer and all that snow begins to recede. True, it might still be a while before you can ditch your coat and your snow tires, but there are other ways to mark the turn of the season. MORE

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Figure Out Your Funds – Best in Class or Back of the Class?

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In my last post I wrote about comparing your mutual fund returns to a benchmark index. That is a very important piece of information to have when evaluating funds you hold or are considering buying. A second criteria is equally important and, happily, very easy to discover. Performance (or returns) should also be compared with a fund’s category. MORE

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Managed Money

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Last time, I described the low-cost investing model of the self-directed investor who buys exchange-traded funds or individual stocks and bonds through an online or discount brokerage, with or without guidance from a fee-only financial planner. While it’s the model I prefer to use, it may not be for everyone. At the other extreme of the “do it yourself” model is the “do it for me” approach, often called managed money. MORE

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Cashing in on Commissions

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You meet with a new financial adviser, give him or her $100,000 to invest and he or she will provide you with a financial plan and an investment policy statement (hopefully). Your $100,000 goes to work in the markets. Let’s say that the adviser spent 5 to 10 hours preparing and executing your plan. He or she generates $5,000 in commissions, which is split with the firm, but you don’t get a bill. From your perspective, all of the $100,000 you invested shows up on your transaction confirmation slip in a shiny new investment portfolio. MORE

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