Articles By Preet Banerjee:

financial advisor

Financial Planning

What kind of financial advice do you actually need?

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

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financial advice

Financial Planning

The best financial advisor model for your needs

No one approach is better than the rest

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investing

Financial Planning

How your own bad investing behaviour costs you

Second-guessing investment strategies can affect your returns

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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...

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financial advice

Financial Planning

Measuring the value of financial advice

The key is understanding how and what you're paying...

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Investing

How many stocks should I have in my portfolio?

Your portfolio should reflect your financial plan

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Investing

Is borrowing to invest a bad idea?

It can amplify your gains but also your losses,...

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Financial Planning

Why is fee disclosure important?

How your advisor talks to you about fees can...

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Investing

Getting back to balanced

To illustrate how to rebalance a portfolio, let’s look...

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