Mutual Fund Advice & Resources

CGM Focus Fund

CGM Focus Fund

We always recommend sticking with a long term investment plan that you can manage without jumping from fund to fund or worse yet collecting a bunch of mish mash funds.  The CGM Focus Fund is a good example of why. CGM mutual funds Focus Fund states that long term growth

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REIT Mutual Funds – Is Real Estate Investing Right For You?

REIT Mutual Funds - Is Real Estate Investing Right For You?

The first week of May I had the pleasure of speaking at the National Association of Personal Financial Advisors national conference in Chicago.  This was by far the most attended national conference the exclusive group of pure fee only financial advisor professionals has put on to date.  While it was

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Mutual Fund Fees

Mutual Fund Fees

Mutual Fund Fees & Expenses Eat Your Investment Returns It’s easy to look at mutual fund performance as the best indicator of how a fund will do in the future.  That’s the normal thing to do for most investors.  The problem is it’s the wrong thing to do! Mutual fund

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