October's Fees - Lets Clear up the Confusion Session Video Now available

posted Nov 28, 2016, 12:23 PM by Janelle deRocquigny   [ updated Nov 28, 2016, 12:23 PM ]
Fees – Let’s Clear up the Confusion!

It’s not surprising that the Lunch we held on this topic in October 2017 was very well received.

The reality of the situation is that there is a lot of confusion around investment fees.  Investors ask themselves:

· What am I paying?

· Who am I paying?

· What do I get for what  I am paying?

· Are my fees tax deductible?

· How do the fees I pay compare to what I would be paying  at a bank, an investment firm, a financial planning firm, a brokerage firm?

All financial institutions charge fees - just because you don’t see them, doesn’t mean you aren’t paying them!

Click here for the video session