August 15, 2017

How Much Are Fund Fees Costing You?

By James Behr Jr


Imagine you are driving down the road and notice the much-dreaded gas light is blinking on your dashboard. You pull up to an intersection and spot a gas station on the left, advertising a price of $2.75/gallon, and another gas station on the right, with an advertised price of $2.45/gallon. Which way do you turn? […]


READ     |     Reading time: 9 minutes

June 6, 2017

Beware “Hidden” Costs in Mutual Funds

By James Behr Jr & Christopher Paleologus


Since the 1960’s, mutual funds have seen an exponential increases in demand. Mutual funds have basically become a “go-to” investment for retail and institutional investors alike. According to Investopedia, over $28 trillion is currently invested in mutual funds worldwide! Today, investors often praise mutual funds for their diversification and professional management. However, what is rather […]


READ     |     Reading time: 9 minutes