Some fund investors are paying extra sales fees

Over 150 mutual funds that are closed to new investors continue to charge extra fees for marketing, says Standard & Poor’s, an independent investment research firm. The notorious fees, known ...

Are Wall Street’s talking heads reliable?

Every day that the stock markets are open, a host of TV, radio and print sources tell us what the market is doing and, more importantly, claim to tell us why. Oh really? Is it that easy? CNBC and Bloomberg ...

Client Letter – Q4 2003

Happy New Year!  After reviewing my clients? performance reports, I am almost speechless (which is a rare occurrence)! This past year will surely go down in the record books as one of the best ever, especially ...