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1. Check if your state of residence gives tax benefits — if they do not then you should look at the best college 529 plans in the country – if it is less than 3 years then you should put most of your money into...

There are two ways you can utilize ‘Mutual Funds’ tool: a) Our suggestion and b)Sector & Fund Family....

There are 189 Exchange Traded Fund (ETF) sectors defined by Morningstar. 1) You can select either ‘All’ or sector of interest (e.g. Specialty – Natural Resources, Specialty – Real Estate,..), and 2) select ‘Enter’ The output shows top four ETFs for each selected sector of your interest....

There are two ways you can utilize ‘My Portfolios’ tool: a) My Portfolio 1 and b) My Portfolio 2. Under each option you can input ticker symbols for stocks, mutual funds, and ETFs in your portfolio and the proportion percentages and then select Enter. ...

You should first check that the state you reside offers you tax break and more importantly how big is it for the year of investment. If your state offers a very small amount of tax break and the plans charge relatively high fees or your...

Hindsight is 20/20. Choosing a mutual fund purely based on its short term performance is risky. Mutual fund’s fees, downside risk, consistency of performance are some of the important factors investors should consider before its purchase. A consistent, steady performing fund over a long duration...

There are a few similarities between mutual funds and exchange traded funds (ETFs). They are both managed by professional managers (the people with deep knowledge in investing in financial markets) and diversification in investing as both of these financial instruments are portfolio of many individual...