Mutual Funds/Experts

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U.S.
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Due to licensing issues, I am unable answer any question related to investment or financial advice.

Michael Weiss, CFA

U.S.
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I can answer most questions about mutual funds.

John D Smith, CFP

On Vacation
returns 04/10/2017
I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related comprehensive wealth management and investment concerns.

Recent Answers

2017-03-12 Mutual Fund Expense Ratio:

Hi. The expense ratio of mutual funds comes out of performance. In other words, if a fund returns 10% and the expense ratio is .50%, then the net return that gets reported to the investor and the investor

2017-02-14 gifting:

Thank you for your query. I am no tax attorney, thus cannot furnish you with  this kind of advice.  You may want to discuss the issue with your registered rep at Edward Jones Rising Funds and with your

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