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What you need to know about mortgages, Part 1: open vs. closed

Most homebuyers will choose a closed mortgage, because they’re unlikely to move before the mortgage term is over. But...

What you need to know about mortgages, Part 1: open vs. closed

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Can Your Funds Outperform Over a Lifetime?

Advocates of active management admit that only a minority of mutual funds will outperform their benchmarks, but they argue...

Can Your Funds Outperform Over a Lifetime?

Real Estate

Thank Flaherty it’s (almost) Friday!

On Friday March 18, homebuyers will no longer have a 35 years to payback their mortgage. That’s a good...

Thank Flaherty it’s (almost) Friday!

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Beating the Market Is a New Idea

Today we take it for granted that virtually all mutual funds and stock pickers are trying to earn higher...

Beating the Market Is a New Idea

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A DRIP in the Bucket

One of the downsides of using ETFs—as opposed to index mutual funds—is that dividends and interest are not automatically...

A DRIP in the Bucket

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Does Rebalancing Boost Returns?

Rebalancing your portfolio has two potential benefits. The first is that it helps control risk by keeping your asset...

Does Rebalancing Boost Returns?

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How to Lower Your Rebalancing Costs

Last week I looked at why you should rebalance your portfolio, and considered the question of how often to...

How to Lower Your Rebalancing Costs

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How Often Should You Rebalance?

Here are three strategies to consider

How Often Should You Rebalance?

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Why Rebalance Your Portfolio?

An important part of the indexing strategy is that you occasionally rebalance your portfolio back to its target asset...

Why Rebalance Your Portfolio?

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