Comments on: Investing 101 – Part 8: Putting It All Together https://modernfimily.com/investing-101-part-7-putting-it-all-together/?utm_source=rss&utm_medium=rss&utm_campaign=investing-101-part-7-putting-it-all-together Helping other families and individuals reach financially Independence Mon, 07 Nov 2022 05:42:15 +0000 hourly 1 https://wordpress.org/?v=6.5.2 By: Court and Nic https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-5007 Mon, 07 Nov 2022 05:42:15 +0000 https://modernfimily.com/?p=1063#comment-5007 In reply to Karen.

You’re welcome Karen and my apologies for the late response back!

Likely, yes, it is worthwhile to transfer to a self directed brokerage. I’d check with the company that it’s currently with to see if they charge any sort of fees to leave before making the decision. But once you do, the process can all be handled from the new brokerage side.

]]> By: Karen https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-4373 Wed, 06 Jul 2022 01:05:59 +0000 https://modernfimily.com/?p=1063#comment-4373 Thanks for the Investing series! I’m very new to investing. One question, I have a TFSA which I haven’t contributed in the past 3yrs and is within a wealth management company (100%), is it worth it to transfer it to Wealthsimple and trade in ETFs?

]]> By: Court and Nic https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-3645 Wed, 02 Feb 2022 02:59:54 +0000 https://modernfimily.com/?p=1063#comment-3645 In reply to Crunchwit.

You’re welcome 🙂 glad you found is helpful!

]]> By: Crunchwit https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-3546 Fri, 21 Jan 2022 19:05:25 +0000 https://modernfimily.com/?p=1063#comment-3546 WOW, this is post is full of insight about investing. Thanks for sharing this helpful article

]]> By: Court and Nic https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-3446 Tue, 11 Jan 2022 14:37:11 +0000 https://modernfimily.com/?p=1063#comment-3446 In reply to Savannah bon.

You’re welcome, glad you enjoyed it 🙂

]]> By: Savannah bon https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-3444 Tue, 11 Jan 2022 06:26:32 +0000 https://modernfimily.com/?p=1063#comment-3444 Wow! Thanks for sharing such a great informative post!

]]> By: Court and Nic https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-2308 Sat, 19 Jun 2021 03:01:27 +0000 https://modernfimily.com/?p=1063#comment-2308 In reply to Erik.

You’re welcome Erik! Hope you found it helpful!

]]> By: Erik https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-2264 Thu, 10 Jun 2021 13:28:35 +0000 https://modernfimily.com/?p=1063#comment-2264 Thanks for sharing your knowledge!

]]> By: Court and Nic https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-248 Mon, 16 Mar 2020 06:02:45 +0000 https://modernfimily.com/?p=1063#comment-248 In reply to Chris @ Mindful Explorer.

Thanks Chris, appreciate you reading through this even though you aren’t a newbie to investing. Hoping it helps many others out there!

]]> By: Chris @ Mindful Explorer https://modernfimily.com/investing-101-part-7-putting-it-all-together/#comment-247 Sat, 14 Mar 2020 20:36:06 +0000 https://modernfimily.com/?p=1063#comment-247 Great complete overview post, combining this with your previous posts in this series should be very helpful for those trying to learn more.

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