Archive by tag "professional designations"

Your Investment Dollars at Work

June 23rd, 2014

Recently, I have written on two topics that are of concern to me. The first is how difficult it is to find out how much you are paying your financial advisor when they sell you a mutual fund. The second is what exactly those initials behind their names are on their business cards really mean.

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What Do Professional Designations Mean?

September 19th, 2013

Recently I decided to find out what kind of expertise my clients can expect when dealing with the local branch of a major bank.

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