Target Date Funds TDF or Lifecycle Funds

What is a Target Date Fund (TDF) or Lifecycle Fund? A Simple Explanation for Kids

Part 1: What is a Target Date Fund (TDF), How Does it Work, What Happens After the Target Date Part 2: Pros and Cons of a Target Date Fund (TDF), Should You Invest in a TDF, How to Invest in a Lifecycle Fund Introduction to Target Date Funds for Kids and Teens This video explains …

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Target Date Funds TDF or Lifecycle Funds
What is Volatility

What is Volatility? A Simple Explanation for Kids, Teens and Beginners

Introduction to Volatility for Kids and Teens This video explains the concept of volatility in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about volatility, or used as a money & personal finance resource by parents and teachers as part of a Financial Literacy course …

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What is Volatility
What is Green Investing

What is Green Investing? A Simple Explanation for Kids, Teens and Beginners

Introduction to Green Investing for Kids and Teens This video explains the concept of Green Investing in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about Green Investing, or used as a money & personal finance resource by parents and teachers as part of a …

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What is Green Investing
What is a Fund Part 1

What is an Investment Fund? A Simple Explanation for Kids, Teens and Beginners

Part 1: What is an Investment Fund, types of funds, what they invest in, advantages of investing in a fund Part 2: What type of Investment Fund should you invest in, fund fees and charges, how to invest in funds Introduction to Investment Fund for Kids and Teens This video explains the concept of investment …

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What is a Fund Part 1
Investing Directly in Stocks vs Mutual Funds

Comparison: Direct Investment in Stocks vs Mutual Funds – Pros and Cons

If I want to invest in stocks, should I invest directly in individual stocks, or use equity mutual funds instead? And what factors should I consider when making my choice? The biggest factor to consider is diversification. If you invest directly in stocks, you would invest in 5, 10, maybe 20 individual stocks at most. …

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Investing Directly in Stocks vs Mutual Funds
Actively Managed Funds vs Passively Managed Funds

Comparison: Actively Managed Funds vs Passively Managed Funds

Howdy Wall St. Willy! Sometime ago we talked about Actively Managed Funds and Passively Managed Funds. But can you tell me some of the differences between them? The main difference between actively managed funds and passively managed funds is their investment philosophy. Which means that the actively managed funds believe that getting returns better than …

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Actively Managed Funds vs Passively Managed Funds
Passively Managed Funds

What is a Passively Managed Fund?

Howdy Wall St. Willy! Sometime ago we talked about Actively Managed Fund, but what is Passively Managed Fund? Passively Managed Funds are funds in which the investment is made to mirror an index. That means that the securities in the passively managed fund are the same as in the index. The investment is also not …

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Passively Managed Funds
Portfolio Rebalancing

What is Portfolio Rebalancing?

Howdy Wall St. Willy! Sometime ago, we talked about asset classes, and when we talked about that, you said something about portfolio rebalancing. But what is portfolio rebalancing anyway? Portfolio rebalancing (or portfolio re-balancing) is buying and selling securities from different asset classes to maintain the asset allocation that’s right for you. Well, when should …

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Portfolio Rebalancing