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Article

Robo-advisor basics

…and level of desired liquidity (the ease of converting assets to cash). Before your money is invested, an adviser must review, and if necessary, adjust your investor profile and selected…

2 min read
Article

Tracking your returns

…that any costs or fees you pay on your investments reduce your rate of return. So do any taxes you pay on the money you earn on investments outside a…

2 min read
Article

Mutual fund fees

…between 5 and 7 years), you won’t pay a fee when you sell your units or shares. Some fund companies may also let you take some of your money (usually…

6 min read
Article

Mutual fund series

…Retail series (Series A) Most retail investors (individuals investing their own money) buy these series or classes, as there are typically minimal requirements for an investor to meet and investors…

3 min read
Article

Choosing a mortgage

…penalties. Ask yourself how likely is it that you will have extra money to pay off your mortgage. You pay for flexibility when you get an open mortgage. Fixed or…

3 min read
Article

Getting a mortgage approved

…worth what they owe to the bank. People can lose their jobs – Without mortgage insurance, they may quickly run out of money to make their monthly payments. Take action…

1 min read
Article

How and why to insure your home

…the full value of your things. You may want insurance to cover special items in your home such as: books, software, or tools money and coins bikes, boats, riding mowers,…

5 min read
Showing results 281-290 of 317