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Mutual Funds

Risk Aversion

Investment Risk Profile

The investment risk profile is important for the investment firm’s lawyers, but does it really do any good for the customer? That can be debated.

Mutual Fund Venn Diagram

Financial Web Page Usefulness

Do financial web pages have the information on them, that you are looking for? Is it easy to find that information? The answer is usually No and No.

RESP Piggy Bank

Mutual Fund Order Rejected (again)

My friends at TD Mutual Funds ended 2015 with a bang, by cancelling a Mutual Fund order that I had put in for my son’s RESP Account. You remember the last time I tried to… Read More »Mutual Fund Order Rejected (again)

E-series bear trap

TD E-Series RESP Beartrap

If your TD E-Series RESP is in a TD Mutual fund account, taking your money out is not going to be straightforward. Good funds, bad account, read why. Might be better to just hold them in a real trading account.

e-series orders rejected

Quicken and Transfering Mutual Funds?

Shouldn’t be hard to in Quicken transfer mutual funds, but it is not as straight forward as you might guess it would be.

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