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February 10, 2017 By

Considering Your Investment Style

Active versus passive mutual fund investment strategies are often hotly debated in the financial industry. An active approach tries to beat a benchmark through superior stock picking, market timing, and every strategy in between. In the opposite corner, fund managers who use a passive approach are looking to match the returns of the benchmark that… [Continue]

Filed Under: Financial Planning, Investing Tips
February 10, 2017 By

The Basics of Share Classes

As an investor you may be looking to grow your portfolio through mutual funds, but do you know how a fund’s share class will impact the cost of your investment? With about 7,600 mutual funds available, some with 15 or more share classes to select from, the information abundance can be overwhelming. To simplify things,… [Continue]

Filed Under: Financial Planning, Investing Tips