Mutual Funds: Index funds, MERs, DSCs, trailing commissions & more

Mutual Funds

A quick guide to how income distributions on ETFs and mutual funds work

by Dan Bortolotti

Taxes

How non-residents are taxed on dividends and other forms of income

by Special to MoneySense

Retirement

What to do when banks give questionable financial advice to seniors

Mel can’t get a straight answer from his bank about his investment fees and is looking for some input on investing late in retirement.

Mutual Funds

A Canuck’s guide to successful investing

Why understanding fees—and how they eat into your returns—matters

Retirement

Should you put all your retirement savings in a low-fee balanced fund?

Tina wants to lower her fees and also improve her annual returns. Is this the right tactic?

Index Funds

What’s the “catch” with the new “no-fee” Fidelity index mutual funds?

Kevin is considering buying some for his investment portfolio

Mutual Funds

Playing defence during a stock market crisis

Cheap stocks don’t mean a rebound is imminent.

RESPs

ETF or index mutual fund—which is best for an RESP?

The right choice is about more than just fees

Mutual Funds

Should you sell mutual funds with DSC charges?

Katrina could lose thousands and wonders if there’s a better way

Mutual Funds

Is your fund manager holding too much cash?

They’re holding more dollars than they have in the past