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Research Department

Mutual Funds or Exchange Traded Funds?

By Raymond Kerzérho · May 12, 2017 - 0 comments

Mutual funds and exchange traded funds – or ETFs – are almost identical investment vehicles that allow you to acquire shares in an investment portfolio. The difference between them is that investors trade mutual funds directly with a fund company, while ETFs are traded on an exchange like stocks.

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Investment Advice: The Inside Story

By Raymond Kerzérho · November 15, 2016 - 0 comments

Evaluating investment advice is a difficult but necessary step on the path to your financial success. In this third post and in the upcoming fourth one in this series on the value of investment advice, we’ll describe some of the services performed by competent investment advisors, with a particular focus on services that provide hard-to-quantify benefits.

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The Right Advisor: Finding a Needle in a Haystack

By Raymond Kerzérho · November 7, 2016 - 0 comments

It may be difficult to evaluate investment advice, but it’s a necessary task on the path to your financial success. In this second post on the value of investment advice, we’ll look at the profile of individuals who need an advisor, describe the types of advisors available and offer pointers to find the professional that’s right for you.

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Understanding the Value of an Investment Advisor

By Raymond Kerzérho · November 1, 2016 - 0 comments

A competent investment advisor can help you make the most of your portfolio and avoid costly mistakes. However, investment advice comes at a cost, so it’s important to understand the services performed and their value. This series will help you do just that. This first post looks at why it’s so hard to put a value on financial advice.

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