• 713-589-6448

Skip to Content

Blog

Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)?

Until very recently (2018), bond brokers were not required to disclose the markup that they are charging for the bonds they sell to their clients. Even today, while the markup is disclosed on trade confirmations, brokers often dance around the explanation if questioned. Markups for  …read more »

How Investment Fees and Expenses Work

How Fees Work: There are three types of fees associated with mutual funds that are charged to the investor: Expense ratios: All mutual funds have expense ratios, which range from 0.08% to over 2% of the amount invested every year. These fees pay the funds’  …read more »

Material included in this section is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor regarding your individual situation.