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.
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ClearMoney
DECEMBER 14, 2021
Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36
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.
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.
The Motley Fool
JANUARY 25, 2024
Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. Robert Brokamp: Well, Sam, many folks have run the numbers behind this question, including a handful of studies from Vanguard and a few posts from Nick Juli of the Dollars and Data blog. I'm warming up to the guy.
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