Breaking down your investment options

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load,no-load,ETF?I just finished writing a plethora of posts about the different kinds of mutual funds. I also managed to sprinkle in quite a few informative tidbits about ETF’s, as well.

After re-reading a few of them, I realized there’s a lot of information to digest.

I don’t regret writing as much as I did, but I can see how the casual reader might get lost in it all. So I’ve decided to condense the most important points about the different investment options into one post.

Here’s what you can expect to receive from each:

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The Real Cost of Investing in No Load Mutual Funds is…

in a vacuumApples to apples, no load funds are by far the most cost effective way to own mutual funds, far more cost effective then load mutual funds.

Now, that fact and a subway token will get you on the subway.

Some people decide to buy luxury automobiles, some people are only interested in a car that gets them from point A to point B. Some people only shop when things are on sale, some people are willing to pay top dollar for the highest quality and a brand name.

As a mutual fund investor, you need to decide a few things for yourself:

  1. if cost is going to be the overriding factor.
  2. whether or not you want to incorporate all the financial services that exist, outside the provincial world of no load funds.

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10 things you need to know about No Load mutual funds

no load vs loadThis is a piece I’ve been looking forward to writing for some time. And what does that mean to you? I’m really not too sure, other than it’s probably going to be a longer post than normal, so lets get to it.

But before we start I have to tell you… I’ve never sold a No Load mutual fund in my life so I ask that you bear with me. That’s an inside joke…

I’ve never sold a no load mutual fund because they are NEVER SOLD by financial advisors. I’ll explain why that is and a whole lot more on the list below…

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