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Article Archive for July 2010

Those hidden fees in your investments
July 22, 2010 – 3:57 pm | 56 Comments

12b-1 fees are fees that mutual fund companies use to pay the brokers who sell their products.  The funny thing is not many people know about these fees and they certainly don’t know how much …

Roth Conversion in 2010: Is it right for you?
July 7, 2010 – 2:10 pm | One Comment

Below is an email that went out to clients yesterday.  Good explanation of who should consider converting from a tradition to a Roth IRA.  The article was written by Forrest Robertson!
Since its creation in 1998, …