Viewpoints about Financial literacy
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Understanding TCR and the value of advice
Determining the value of a service can be a tricky issue. It’s natural to want to pay as little as possible for something but when that service provides value and helps you on the path to achieving important goals, it can be well worth the money.
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How to understand fund fees
Under new total cost reporting (TCR) rules, clients will see a more comprehensive view of the fees they pay for investment services, including for management of mutual funds and ETFs. It’s important to understand the various individual fees involved.
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How to navigate your first home purchase
With the stakes so high, it’s important to approach a first home purchase with careful planning and a good understanding of up-front costs, insurance, and affordability concerns.
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Five investing mistakes to avoid
Market turbulence may trigger emotional investing, but history shows staying rational might be wiser. Beware of these five behaviours that can risk investment success.
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8 questions to ask a financial advisor
Ask these questions about your advisor, your assets and yourself to become a more engaged investor.
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