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Mutual funds

Mutual Funds:  Costs Matter

Mutual Funds: Do You Really Get What You Pay For?

By | Active Investing, Expense Ratios, Mutual Funds, Passive Investing | No Comments

We have all heard the old adage “You get what you pay for” at one point or another in our lives.  We understand the adage to generally mean that inexpensive items and services tend to be inferior, or of lower quality, than more expensive items or services.  We understand that with most things in life you have to pay a…

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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…

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