Sentences with phrase «sale about mutual funds»

Not exact matches

This would mean every sales pitch would require clear disclosures about fees and restrictions, just like mutual funds.

My recent mutual fund sales raised about $ 16k which allows me to initiate 5 new positions (~ $ 3k each).

(To learn about a similar tax event that can occur in mutual fund sales, see Don't Lose Your Shirt On Mutual Fund Smutual fund sales, see Don't Lose Your Shirt On Mutual Fund Salfund sales, see Don't Lose Your Shirt On Mutual Fund Sasales, see Don't Lose Your Shirt On Mutual Fund SMutual Fund SalFund SalesSales.)

Mutual fund salespeople won't necessarily tell you about these charges in their sales pitch.

When you pay someone's sales commission who only tells you about expensive mutual funds, you shoot yourself in both feet.

With this investment strategy analyzer, you won't have to believe everything you read; nor take anyone's word about things like: ETFs are the most efficient and inexpensive way to invest, there's no sales charges on mutual fund B - shares if you don't sell them, Roth IRAs are better than traditional IRA / 401 (k) s, or the tax benefits of 529 plans, whole life (VUL), or any kind of annuity will make up for the huge costs; lack of liquidity / choices / control, etc..

But many people find that after they get «over the hump» of learning about these methods, they make it much easier to calculate gain or loss on sale of mutual fund shares.

Read about the many different kinds of fees and sales charges mutual fund companies can use to generate revenue from those who invest in their shares.

And in the fullness of time, as we have now come to realize, Toyota stock has gone up a lot from that standpoint, and investors, which properly explains the kind of results we've managed to have in our mutual funds that Consuela referenced, is because a patient investor with the contrarian value mindset I've talked about, as long as you're buying the stocks on sale and not those that are offered on clearance, i.e., which nobody else wants ever — so we don't believe in distressed investing or deep value investing, we're talking about quality companies that are available on sale — you can make what I'm going to call performance statements in your portfolios, as opposed to what I'm going to describe what a lot of investors try to make, which is fashion statements.