August 2010

Morningstar Study: High Mutual Fund Fees are Bad for Investment Performance

Submitted by Weingarten Associates on August 20th, 2010

For years we have been preaching to our clients about the importance of avoiding mutual funds with high expense ratios and those that charge a ‘load’ or commission.

Could it be time to refinance again?

Submitted by Weingarten Associates on August 11th, 2010

In my last post I discussed how wrong the so-called ‘experts’ have been in predicting interest rates.

Latest Blog Post

Year End Tax Planning Amid Possible Tax Reform

As many of you know there is much discussion in Washington these days about possible tax reform. I emphasize possible since nothing is definite and it may not be definite until after the first of the year.

Archived Blog

The NAPFA Personal Finance Blog
View contributions of NAPFA members across the country about everything from financial planning basics to the need for a fiduciary standard in the financial services industry.

CONTACT US

Tel. 609. 620.1770Fax 609. 288. 8460Address11 Overlook WayLawrenceville, NJ 08648

THE SITE

OUR SERVICES

Helping clients through important life transitions is what financial planning is all about. Whether it is planning for retirement, buying a new home, changing careers, or...
Read more »

| Disclaimer | Privacy Policy | Financial Links.