What Are ETFs? Understanding These Tools and Their Uses in Our Investment Portfolios
If you have a retirement plan, brokerage account, or other type of investment vehicle, you’ve probably at least heard o…
Understanding Expense Ratios
Most investors look at their statements and see the “advisory fee” they pay from their account. But many investors are…
Understanding Investment Fees
The higher the investment fees, the lower your return. This simple fact makes it critical that every investor understan…
Two Arguments Against Indexing & One Fact
Index investing is a trend on the rise. I have written multiple articles (Why I Believe in Passive Investing and Index…
The Big Difference Between a Fee-Only & Fee-Based Financial Advisor
How is your financial advisor compensated? This should be at the top of your considerations when selecting a financial…
How Fees Erode Your Wealth
See how that extra .75% a year in your total fees compounds over the long term and greatly reduces your wealth!
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Expense Ratio – The Fee That You Will Never See!
If you invest in Mutual Funds, you need to read this.
The majority of investors are familiar with mutual funds and the…
Understanding Your Fee Schedule
For most items or services you purchase, as a consumer, price tends to be pretty straight forward. If you need a gallo…
Incentives Matter!
In last week’s Wall Street Journal, one of my favorite writers, Jason Zweig, wrote an article entitled “Mutual Fund Fee…