It makes a lot of sense to take certain related courses back-to-back. If you don’t do this, you’re going to
Continue readingCategory: Mutual Funds
Mutual Fund Front-End Load
A mutual fund has a 5% front-end load fee, and you’re being asked, what percentage the fee would represent of
Continue readingMutual Funds Practice Question
The question asks how to calculate a client’s net worth. I’ll cover this question, but then I’ll go a little
Continue readingThe Sharpe Ratio
What is the Sharpe Retio? There are two nuggets of knowledge that will help you answer this question correctly. In
Continue readingMutual Funds Question
A question that deals with the level of risk associated with different types of mutual funds, or even segregated funds.
Continue readingBullish vs Bearish
The terms BULLISH and BEARISH, and looking at a powerful visual representation of diversification. What does it mean when analysts
Continue readingSpousal RRSPs Saves Taxes
Spousal RSPs have a few moving parts. So let’s work to understand the concept! Hi everybody, this is Cory back
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