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Tag Archives | investment costs

How to Uncover Investment Fees

Before you put money into an investment, you need to know the fees that will affect your returns. Unfortunately, discovering those fees isn’t easy. Here are some suggestions to help you ask the right questions and get complete answers. 1. Be prepared. When you meet with an advisor or salesperson, take a list

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Fees Matter; Know Them Before You Invest

One of the most important factors affecting the success or failure of your investments is also one of the least visible: fees. When it comes to selecting managed financial investments like retirement plans, mutual funds, exchange-traded funds, annuities, and private real estate investment trusts, it’s essential to know how much you will be charged in […]

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Reduce Investment Costs With Institutional Shares

One of the low points of my career was the day I lost a client because another advisor “had found a way to put their clients into the lowest cost shares available only to large institutions.” This experience was especially painful because, through my office, the client already was invested in those same low-cost shares. […]

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Find Out Hidden Costs of Guaranteed and No-Fee Investments

Annuities are popular investments; almost every new client I see has one. When I ask why someone purchased an annuity, the most common responses are: “We didn’t have to pay any fees or commissions.” “There are no ongoing expenses.” “All my money is working for me.” “The principal is guaranteed.” Any time you read or […]

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