by DeFreitas & Minsky | Jun 24, 2014 | Financial Planning
When you’re are looking for ways to invest your money, it’s important to explore all of the options that are available to you. Traditionally, most people default to investing in stocks and bonds, but those aren’t the only means by which you can invest. But exactly...
by DeFreitas & Minsky | Jun 17, 2014 | Financial Planning
We’ve spent the last few weeks taking a fairly in-depth look at mutual fund share classes. From our initial definition of mutual funds, to our explanations of mutual fund A-Class and B-Class shares, we’re finally coming to a close with C-Class Mutual Fund Shares. So...
by DeFreitas & Minsky | Jun 10, 2014 | Financial Planning
Last week, we started digging a little deeper into the classes of mutual fund shares, trying to decipher the details that differentiate them from one another. To recap, we discussed mutual fund “A” shares, which have lower recurring fees (such as 12b-1s), but require...
by DeFreitas & Minsky | Jun 3, 2014 | Financial Planning
Last week, we took an introductory look at mutual funds, but there’s a lot more to learn than just the basics. We briefly discussed the fees associated with some mutual funds, which are often called “sales loads.” Now that we’ve familiarized you with the overview,...
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