In recent decades, investors have been putting considerable pressure on mutual fund companies to lower their costs. Morningstar’s John Rekenthaler argues that the same thing is beginning to happen with the cost of advisory services. The new “T” share class for advisor-sold mutual funds is one example of such pressures.
- Lower-Cost T Shares Coming to a Fund Near You from John Rekenthaler
- Alternative Investments for Savvy Retirees — Part 2 from Darrow Kirkpatrick
- Weighing the NUA Distribution Decision from Robert Westley (This article is written for advisors, but the topic could be applicable for anybody with employer stock in their retirement plan at work.)
Other Money-Related Articles
- The Mistakes We Make When Giving to Charity from Shlomo Benartzi and Christopher Olivola
- Presidents Have Less Power Over the Economy Than You Might Think from Neil Irwin
- Is Early Retirement Great? For Some, It’s Hard Work to Have Fun from Joanne Kaufman
- 2.8 Million Seniors Have College Debt from Kim Blanton
Thanks for reading!