Mutual Funds/Experts

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Michael Weiss, CFA

I can answer most questions about mutual funds.


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

John D Smith, CFP

On Vacation
returns 10/03/2016
I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related comprehensive wealth management and investment concerns.

Recent Answers

2016-08-26 Stocks and mutual funds:

Hi. Stock mutual funds are simply a diversified portfolio of many different stocks that allows investors to get broad exposure to many different investments. Mutual fund performance therefore will be dictated

2016-07-27 question:

Hi. When investing in mutual funds, you have the option of taking the dividends in cash or having them automatically reinvested back into the mutual fund and purchase additional shares. In order to research

2016-06-30 trading mutual funds:

Hi Lee,    Exchanges within an IRA are not taxable events. If you are taking money out of a traditional IRA, there would be tax and possibly a penalty. Exchanges within a taxable account are taxable events

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