Check the background of this investment professional on FINRA’s BrokerCheck

Tag Archives | Mutual Fund Fees


Are You Struggling to Understand 401(k) and 403(b) Share Classes and Fees?

Do you know what you’re paying for the mutual funds in your 401(k) or 403(b) plan? Most people don’t: a 2011 survey conducted by the AARP found that a whopping 71 percent of respondents didn’t think they paid anything for investments in their retirement accounts. However, this perception is far from the truth!  Luckily, new […]

Continue Reading