Tag

Morningstar

The Folly of Five Star Mutual Fund Investing

By | Uncategorized | No Comments

When I began my career in the financial planning and investment advisory industry I worked for one of the large brokerage firms in downtown Toledo.  As a trainee in the firm’s development program, I soon befriended another trainee.  I will call him Nelson.  Like me, Nelson was making a significant career change in joining the firm.  We got to know each…

Read More