Articles By Preet Banerjee:

A woman at her desk looking at the location of her investments on her computer

Investing

Asset location: Where to hold investments for tax savings

Investments are taxed differently. Readjusting your asset location (stocks, bonds and funds in the right accounts) can save you...

Asset location: Where to hold investments for tax savings
financial advisor

Financial Planning

What kind of financial advice do you actually need?

Paying full-service costs and only getting investment advice? That's a problem

What kind of financial advice do you actually need?
investing

Financial Planning

How your own bad investing behaviour costs you

Second-guessing investment strategies can affect your returns

How your own bad investing behaviour costs you
financial advice

Financial Planning

The best financial advisor model for your needs

No one approach is better than the rest

The best financial advisor model for your needs
financial advisor

Financial Planning

Just how are you paying your financial advisor?

Most people confuse “fee-only” as “fee-for-service” but they're not the same

Just how are you paying your financial advisor?
financial advice

Financial Planning

Measuring the value of financial advice

The key is understanding how and what you're paying for—and what you get in exchange

Measuring the value of financial advice

Investing

How many stocks should I have in my portfolio?

Your portfolio should reflect your financial plan

How many stocks should I have in my portfolio?

Investing

Is borrowing to invest a bad idea?

It can amplify your gains but also your losses, so be careful

Is borrowing to invest a bad idea?

Financial Planning

Why is fee disclosure important?

How your advisor talks to you about fees can say a lot

Why is fee disclosure important?