Investing

By Terry Savage on February 27, 2023 | Investments

Terry,
Are you familiar with BMO’s “Smart Portfolio” as compared to let’s say, Fidelity or T Rowe Price. Looking at mostly an all equity fund . Thank you.

Terry Says

I’m not. But ask about the “all-in” cost of this investment. Fees, commissions, and all other expenses.
Remember, you can buy the “whole” stock market — the S&P 500 stock index — for just 11 basis points (less than half of a quarter of one percent!) at Vanguard or Fidelity. How smart is that?!

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