Posts tagged "financial asset management"

More Choices in Financial Asset Management

After the dot-com bust, the 10 largest securities firms paid a $1.4 billion fine to the SEC for inappropriately recommending stocks to investors.  But the public still had faith and the big firms seemed to be little harmed as to their reputation.  In 2008, we have some of those same big financial asset management firms going under or being merged: Bear [...]

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Posted by bobrichards - November 28, 2008 at 11:06 am

Categories: financial asset management, retirement consultants   Tags: ,

Financial Asset Management Choices for Retirees

Financial Asset Management Choices for Retirees

Whether you do it yourself or hire an asset manager, your choices of financial asset management are several. Mutual Funds The favorite choice of American investors for their financial asset management, mutual funds delegate the day to day decisions to a professional management team.  But the average fund charges about 2% annually (management fees, plus 12b-1 fees plus slippage costs) [...]

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Posted by bobrichards - August 6, 2008 at 4:24 pm

Categories: asset management, managed accounts   Tags: , ,