Blogs about: Fund Expenses

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Scattered Assets Can Be More Than Risky

Jim Lorenzen, CFP®, AIF® wrote 8 months ago: Jim Lorenzen, CFP®, AIF® They can be expensive, too! What are scattered assets?  Many people have mu … more →

Tags: investment management, Asset Management, investor mistakes, Financial Literacy, individual investors, investment costs

Underperform the Market and STILL Beat It?

Jim Lorenzen, CFP®, AIF® wrote 1 year ago: Jim Lorenzen, CFP®, AIF® What?  Never beat the market and STILL end-up outperforming it?  Could that … more →

Tags: Asset Management, Financial Literacy, financial planning, investment management, investor mistakes, accumulating wealth, investment management

Why Would Anyone Buy A Bond Fund?

Jim Lorenzen, CFP®, AIF® wrote 1 year ago: That’s a question a few professionals have asked, including Fidelity’s star former manager, Peter Ly … more →

Tags: Asset Management, bond investing, Financial Literacy, investment management, Inflation, investment management

Mutual Fund-How to select it?

Basavaraj Tonagatti wrote 1 year ago: BasuNivesh now available in it’s own domain www.basunivesh.com from 22nd June 2012. When you t … more →

Tags: investment planning, liquid funds, Index Performance, statistical measure, benchmark index

Fund Flows And Performance: Can they be linked?

Jim Lorenzen, CFP®, AIF® wrote 1 year ago: Jim Lorenzen, CFP®, AIF® According to an article I saw in Investment News recently, investors were l … more →

Tags: Financial Literacy

Mutual Funds Contain Hidden Costs

Jim Lorenzen, CFP®, AIF® wrote 1 year ago: Jim Lorenzen, CFP®, AIF® Most investors are unaware of many of the costs they pay to own investments … more →

Tags: investment management, Asset Management, investor mistakes, Financial Literacy

Impact of Size on Mutual Fund Performance1 comment

Editors wrote 4 years ago: Vital Information for Doctors to Consider By Dr. David Edward Marcinko; FACFAS, MBA, CMP™ By Profess … more →

Tags: Op-Editorials, iMBA Inc, Portfolio Management, Investing, Taxation, Risk Management, Insurance Matters, financial planning, Recommended Books


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