There’s Only One Way to Fail
Failure is not in the falling down. Failure is refusing to get up. I recently spoke to a group of business owners in Orlando, and a recurring theme has been coming up, — the topic of failure. We’ve picked the word, and the way we think about it, completely apart, and we’ve come to some [...]
Portfolio Turnover – The Mutual Fund Return Killer
Over the past several days, we’ve been providing clear definitions of many of the financial terms surrounding mutual fund fees. We believe, as always, that good decisions are subject to good information. For this reason, we want you to have an understanding of what you are paying and why it’s so important to realize that [...]
The Parade of Mutual Fund Charges: Understanding Loads
In my last post, Expense Ratios: The Mutual Fund Pick-Pocket we defined expense ratios (the costs charged for owning a mutual fund). Today we’ll look at loads, which are the charges you’ll pay to purchase a mutual fund. Definition of a Load Mutual fund companies, in an effort to confuse investors, have a variety of [...]
Expense Ratios: The Mutual Fund Pick-Pocket
Recently I’ve read quite a bit of disturbing content in the comment sections of investment websites where innocent and uneducated new investors are looking at mutual fund charges and trying desperately to make sense of them. Each logical question is met with a backlash from mutual fund managers who use their doubletalk and industry jargon [...]
Is the Internet the New Hotspot for Investment Fraud?
A recent New York Times article spotlights an Illinois-based “financial advisor” who used LinkedIn, a professional social networking site, as a platform to promote his bogus investment offers to the tune of $500 billion dollars of non-existent securities. Fortunately, the fraudster, who was posing as a broker-dealer, received a few bites, but no actual investors. [...]
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