Oct
16

The Portfolio Assassin: Undisclosed Fees

posted on October 16th 2013 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

After a great meal, we generously tip the waiter. The dentist soothes our toothache and we happily pay for the relief. We don’t mind paying for services when the benefits justify the cost. Similarly, we don’t mind paying investment fees if performance warrants the expense. However, there are two reasons why brokerage fees are rarely […]

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Oct
04

What Happens When Interest Rates Rise?

posted on October 4th 2013 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Scott W. O’Brien, Director of Wealth Management According to Morningstar, in May the average bond fund dropped in value by nearly 7% when interest rates spiked. This followed much speculation about the possibility and timing of when the Federal Reserve may end their bond-purchasing program. The timing is important, as this program and the quantitative […]

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