Blogs

The last few weeks I have talked about fees in mutual funds and the importance of knowing what you are paying and why. High fees can very much impact your long term rate of return and growth of

Last time I pontificated from my soap box about MERs on mutual funds. Some MERs are a necessary evil but really, we don't need to be gouged as consumers. Knowledge is power in most parts of life, and

MERs can be a real bone of contention with me in some aspects. Don't get me wrong, I love mutual funds. They have helped many investors reach their financial goals and dreams. Mutual funds also need to pay their managers, pay for marketing costs, advisor trailers, etc, etc., so a reasonable MER is necessary to run the "business" of a mutual fund.

[...]

Many of my clients are over the age of sixty. I so love the stories that they share with me - every single one of them has lived (and continue to live) such interesting lives and have seen so many changes in our world. I am truly fascinated and enthralled by their life stories - what their first jobs were, how much their first house cost, how they met their spouses, how they are enjoying retirement

[...]