Mutual Funds

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Asked by Lynn
Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA
Your risk should be reflective of your age, your investment horizon and your risk tolerance. There is not one easy formula to determine what your risk should be. Cer...
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Asked by Joseph
Answered by Steve Stanganelli
CFP®, CRPC® in Amesbury, MA
When investing in a mutual fund, know your ABCs. A 'load' refers to the commission structure for a particular mutual fund investment. Think of it like a weight that l...
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Asked by Kathleen
Answered by John Farmer
Financial Adviser in Prescott, AZ
It depends on how they are being used in an overall portfolio. The main advantage of an ETF is that it can be traded on an exchange in real time with instant liquidit...
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Asked by Erin
Answered by Michael Hoffman PRO+
RFC, CLU, ChFC in Grass Valley, CA
Hi Erin, A Managed Account may provide the manger "tactical" capabilities which allow them to move the portfolio as the markets move. Example: in a declining equity...
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