Blog Consultants Mutual Funds 
Sara Grillo
JUNE 24, 2024
I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Variable universal life (VUL=mutual funds) were/are illustrated using an 8%-12% CD-like ROR eternally. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
Sara Grillo
NOVEMBER 8, 2022
Other additional fees that you can expect to incur, but that will not be paid to us in any part, may include: Trading fees Brokerage commissions Mutual funds and ETF expenses Custodial fees. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Diamond Consultants
NOVEMBER 21, 2023
They aren’t naturally inclined to work with a recruiter or consultant, and even the exercise of talking to managers likely makes them uncomfortable. And it’s time-consuming to thoroughly vet mutual fund managers on a new platform, but it is, of course, critical.
Walkner Condon Financial Advisors
MARCH 15, 2023
We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. Higher Net Fees….Better Better After-Tax Result? This material is intended for educational purposes only.
Walkner Condon Financial Advisors
MAY 31, 2024
Donating Appreciated Securities For those that are charitably minded, you can donate your appreciated stock/mutual fund etc. We strongly recommend that before making any of these decisions or changes, consult with your financial advisor and your tax professional as different tax situations can yield different results.
Ballast Advisors
NOVEMBER 29, 2022
For example, if you’re invested in mutual funds, capital gain distribution can be out of your control sometimes– where they may sell positions in portfolio — and out of the blue you can have a significant capital gain you didn’t anticipate,” adds Parnell. Depending on your situation, you may have big capital gains in the future.
Sara Grillo
NOVEMBER 14, 2022
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not.
Expert insights. Personalized for you.
59 
Let's personalize your content