Monthly Archives: March 2011

Should I Use A Fee-Only Advisor?

NOTE:  This post is part of an ongoing education series.  This information is for educational purposes only.  This information does not constitute investment advice.  No rational person would make investment decisions based on a blog post.  Please consult with your financial advisor before taking any action. It can be argued that the best way to invest is [...]

How Does Turnover Ratio Affect My Mutual Fund Return?

NOTE:  This post is part of an ongoing education series.  This information is for educational purposes only.  This information does not constitute investment advice.  No rational person would make investment decisions based on a blog post.  Please consult with your financial advisor before taking any action.  First we get the definition of turnover from Investopedia… The percentage [...]

Why Low Investment Costs Matter

NOTE:  This post is part of an ongoing education series.  This information is for educational purposes only.  This information does not constitute investment advice.  No rational person would make investment decisions based on a blog post.  Please consult with your financial advisor before taking any action.  Before I show you why low investment costs are so important [...]

What Is The Difference Between A Load Fund And A No-Load Fund

NOTE:  This post is part of an ongoing education series.  This information is for educational purposes only.  This information does not constitute investment advice.  No rational person would make investment decisions based on a blog post.  Please consult with your financial advisor before taking any action.  A load fund charges you a fee or commission.  This fee [...]