expense ratio

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Does Your Financial Advisor Owe You Money? – Breaches of Care

In my previous post, I discussed the applicable standard of care that financial advisors owe their clients. In this post, we will discuss some of […]

Does Your 401k Plan Owe You Money?

Short answer – probably.

Fred Reish, one of the nation’s most respected ERISA attorneys, has publicly testified that few 401k /404c plans are in full compliance […]

Retirement Plan Fees Don’t Smell Sweet

Who knew that Shakespeare had a lesson for retirement plan participants when he wrote: “What’s in a name? That which we call a rose, by […]

How to Avoid an Excessive Investment Expense Ratio

Wall Street has created layers and layers of fees, commissions, and transaction charges that are deducted from your assets. Adding up all of the deductions […]

By |May 29th, 2014|Categories: Wall Street|Tags: , , , , , |3 Comments