Tags: Robo-Advisors

Why you should leave DSC funds for good

Posted on July 27, 2020 by | 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…
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Robo Advisors Demystified

Posted on October 29, 2017 by | 23 Comments
Robo Advisors Demystified Investing can seem daunting. Mutual funds vs. Exchange Traded Fund (ETF) vs. stocks vs. bonds – which one?  How much of each?  In what accounts?  Are there tax implications? How long should I hold my investments?  Will…
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