mutual funds

Here is a great article on the rationale for why fee-based advisors use ETFs (Exchange Traded Funds) to build wealth for their clients. I started in the business using load mutual funds in the eighties and then low-load and then no-load. Just in the last five years, ETFs have exploded. You still have to watch […]

I am not a big fan of target date funds. But my colleague, Roger Wohlner,  has done a great job of discussing them here: Fidelity is one of the largest providers of 401(k) plans and like many fund company platforms it is common for their plan sponsor clients to offer several or all of Fidelity’s […]