Mutual Funds

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More Posts in "Mutual Funds"
Thumbnail for Lessons on how to pick stocks by a seasoned independent analyst

Peter Hodson, Chartered Financial Analytst and founder of 5i Research, and Ellen Roseman discuss various lessons that he learned over his 30 or 40 years in the stock market. They also discuss stocks like Constellation Software, GoEasy, Knight Therapeutics, Boyd Auto Services, Bitcoin and Do It Yourself Investing.

 

Thumbnail for D-I-Y Investing with Dan Hallett, CFA, CFP

Ellen Roseman talks to Dan Hallett, CFA, CFP, Vice President, Research and Principal at Highview Financial Group about fiduciary duty, how to find an advisor, mutual funds, exchange traded funds and do-it-yourself investing.

 

 

Thumbnail for Advice-Only Financial Planner Puts Clients First by Selling Advice only, No Products.

In this episode of the MoneySaver Podcast, Ellen Roseman chats with Sandi Martin, Certified Financial Planner, from Springplans.ca about fiduciary duty, advice-only financial planners, and putting the needs of the client before product.

 

Thumbnail for Say Good-bye to Paying High Investment Fees

In the 23rd edition of the MoneySaver Podcast, Ellen Roseman chats with Dale Roberts, blogger behind the Cut The Crap Investing!  In this episode we chat about robo-advisors, all-in-one ETF portfolios and Dale gives us his three best money tips that he has found useful in his life.