Investment guide blog

I have just discovered that I am being charged very high fees on my inherited IRA (all in mutual funds – C share-types for the most part). I’m looking to get out of my current brokerage house (because they offer only C-share or A-share mutual funds, no no-load funds…. rip off! I’m paying maximum 12b-1 ...

1. Dont go looking for a wise ‘guru’. The world is full of ‘trustworthy’ looking people in the guise of real estate agents, accountants, neighbours, who would love to separate your friend from his cash. Your friend should only do a thing if he understands it fully, and has it under his legal control. 2. ...