Archive by tag "mutual funds"

Does Your Advisor Add Value?

January 18th, 2017

Several years ago, I wanted to find out how much I was paying my investment advisor. After several months of research, I concluded that it was just about impossible to determine what I was paying my advisor based on the information provided to me by the financial institution.

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A Lesson in Latin

June 22nd, 2015

What can Latin –a language that has been dead for centuries– teach us about mutual fund investing. Quite a bit, it turns out. A report produced by the Brondesbury Group (www.brondesbury.com) sheds light on the issue of compensation for mutual fund sales. The report could have aptly been titled┬áCaveat Emptor, Latin for “Let the buyer [...]

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How Much Are Your Mutual Funds Costing You?

July 1st, 2013

The debate that is generating the most heat, by a very large margin is the issue of how financial advisors are compensated by mutual fund companies. The fact is that advisors are paid commission to sell mutual funds.

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