Mutual Funds - My Own Advisor

Weekend Reading – Dividends flowing, avoiding mutual fund salespeople, and more!

Posted on May 8, 2021 by Mark | 24 Comments

Weekend Reading – Dividends flowing, avoiding mutual fund salespeople, and more! Hi Again! Welcome to my latest Weekend Reading edition that shares some of my favourite articles from the week that was across the personal finance and investing blogosphere, including…

Why you should leave DSC funds for good

Posted on July 27, 2020 by Mark | 28 Comments

Why you should leave DSC funds for good OK readers, let’s be blunt: DSC (Deferred Sales Charge) funds serve no good purpose to any investor given the plethora of far better investment alternatives now. I mean, if someone tells you…

Just starting out – how to get started with investing

Posted on July 2, 2019 by Mark | 17 Comments

Just starting out – how to get started with investing Investing can be daunting. So much to think about. So many options. Just starting out – how to get started with investing? I have some answers in today’s post. There…

How and why to ditch your expensive mutual funds

Posted on March 10, 2019 by Mark | 26 Comments

How and why to ditch your expensive mutual funds When it comes to investing, you often get what you don’t pay for. That means you should own expensive mutual fund products at your peril. Consider how and why to ditch…

Simple all-in-one investing solutions

Posted on August 21, 2016 by Mark | 22 Comments

Simple all-in-one investing solutions I don’t believe in one-size-fits-all financial planning but there are some simple, one-stop-investing solutions to consider for your portfolio. Have a look at these all-in-one products and let me know what you think. Steadyhand Founders Fund…

Six years ago – switching from mutual funds to ETFs

Posted on July 18, 2016 by Mark | 30 Comments

For decades, mutual funds have been a hugely popular way for Joe or Jane Canadian to own pieces of companies. For years, I thought this was a great way to invest too. Many investors still believe in this route and I…

History repeats…some ETFs seem like Mutual Funds to me…

Posted on June 19, 2012 by Mark | 6 Comments

History repeats…some ETFs seem like Mutual Funds to me… For years, the financial industry has promoted and used mutual funds for personal and institutional portfolios. Actually, it’s been more than years, centuries in fact. The advent of mutual funds dates…

Why I left the mutual fund industry

Posted on July 17, 2011 by Mark | 42 Comments