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mutual funds

Mutual Funds

RBC woos DIY investors with increased Series D offerings

BlackRock, Invesco and Mackenzie Investments create low-fee Series D mutual funds.

RBC woos DIY investors with increased Series D offerings

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Morningstar’s 2013 CIA winners

Annual awards recognize best mutual funds, ETFs, professionals and brokerages in Canada.

Morningstar’s 2013 CIA winners

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When it makes sense to pay the deferred sales charges on mutual funds

Deferred sales charges (DSCs) stink, but you're better off paying them as oppose to selling off your mutual funds...

When it makes sense to pay the deferred sales charges on mutual funds

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How Next Issue can speed your financial independence

Get an astonishing wealth of quality financial information for just $10 or $15 a month.

How Next Issue can speed your financial independence

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Parents and teens want financial education in the classroom

39% of Ontario high school students feel ill-equipped when it comes to money

Parents and teens want financial education in the classroom

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The hidden cost of bid-ask spreads

The impact of bid-ask spreads on ETF trades may be bigger than you thought.

The hidden cost of bid-ask spreads

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What distinguished advisers are reading as market keeps soaring

New books help you prepare your finances for turbulence on the horizon

What distinguished advisers are reading as market keeps soaring

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How to keep the tax man off your couch

Traditional ETFs are already tax-efficient but Couch Potatoes can save even more tax with these innovative new products.

How to keep the tax man off your couch

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(Creative Commons/401(K) 2013)

Bonds

How to cope with financial repression

Interest rates may stay low longer than expected but there’s a silver lining: the bond bull market may not...

How to cope with financial repression

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