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How does a Systematic Withdrawal Plan (SWP) work

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Source: Morningstar A systematic withdrawal plan, or SWP, is a facility that allows an investor to withdraw money from an existing mutual fund at predetermined intervals (a fixed date every month, once every two months, or even quarterly). This generates … Continue reading

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Investing Mistakes To Avoid

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Source: Morningstar I talk with investors almost every day, and over time the same themes emerge and I hear the same mistakes over and over again. So, to help save you from repeating the same mistakes and losing a lot … Continue reading