Mutual Funds/Experts

ExpertAverage RatingsExpertise


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

Michael Weiss, CFA

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

More Answers in Category Mutual Funds

Mutual Funds

All Answers

Answers by Expert:

Ask Experts


©2017 All rights reserved.