The best way to dump an advisor and mutual funds

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How to sell your Mutual Funds and become a DIY investor.

A number of attendees at my Investing For Retirees seminars are interested in replacing their high cost, low performing Mutual Funds, but don’t have the information necessary to give them the confidence to do so.

This article from MoneySense does a very good job of explaining how to do so, as well as providing several low cost alternatives for DIY investors. Please see the article here:

How to sell your mutual funds and dump your advisor/adviser


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