Blog

Mutual Fund Investing: Cost

High fees are the silent killers of good investment results.  The arithmetic part of that statement is self-evident. What’s less clear is the ways in which savers are subjected to excessive costs in mutual funds. Commissions are still a reality for customers of...

Mutual Fund Investing: Control

The answer to the following question seems obvious until you stop to think about it: why is it important to maintain control of your investments? After all, unless you’re buying and selling individual securities for yourself, you’re ceding control to someone – a money...

Peloton 2015 Q3 Recap

After 10 consecutive quarters of gains, the S&P 500 index broke its impressive streak by giving back 6% over the summer. Its last negative quarter before that was a miniscule -0.38% pause in the fourth quarter of 2012 – as Congress barreled towards the Fiscal...

317-559-1700

Our Latest Blog Post