Financial Planning – Investing in Mutual Funds

| August 31, 2017

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Financial Planning class must be 300 words must cite work.

Investing in Mutual Funds

From the third e-Activity, identify two (2) key differences between a load and a no load mutual fund. Describe specific aspects of each type of fund that an investor needs to consider before including the investment in their portfolio. Provide a rationale for your response.
Tabby would like to begin investing in her local real estate market, but she is unsure how to begin. Given what you have learned from your reading of Chapter 13, summarize the advice that you would give her in terms of the two (2) initial steps she should take. Provide specific examples of each of the steps in action to support your rationale.
Eactivities: Watch the Chapter 12 Kiplinger video, “Investing in Bonds”, (2 min 20 s). Be prepared to discuss.
Go to the Get Smarter About Money Website and take the “Risk Profile Quiz” located at, http://www.getsmarteraboutmoney.ca/en/tools_and_calculators/Quizzes/Pages/risk-profile-quiz.aspx. Be prepared to discuss.

Watch the Chapter 13 Kiplinger videos, “Be a Better Fund Investor”, (1 min 41 s), and “Mutual Fund Basics”, (2 min 01 s). Be prepared to discuss.

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