Posts Tagged ‘financial adviser’

what should I consider to find out before handing my money for mutual fund investment?

I been talking to the bank financial adviser and I decided to go with mutual fund for five years investment. I want to know what to ask before handing my money to them. I am expecting some kind of document?

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What is the best family of no-load mutual funds?

I currently pay over 5% in load fees with American Funds. What are the best performing no-load mutual funds I should be looking to switch to?
Also, will my financial adviser at Baird tell me to take a hike if I suggest the switch?


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