Archive by tag "mutual funds"
Does Your Advisor Add Value?
January 18th, 2017Several 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.
Read more »A Lesson in Latin
June 22nd, 2015What 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 Caveat Emptor, Latin for “Let the buyer [...]
Read more »How Much Are Your Mutual Funds Costing You?
July 1st, 2013The 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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