Mutual Funds/Experts

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Michael Weiss, CFA

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

Docs99

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

John D Smith, CFP

On Vacation
returns 02/27/2017
I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related comprehensive wealth management and investment concerns.

Recent Answers

2017-02-14 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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