Blog

Link to “The Hidden Costs of Mutual Funds”

http://online.wsj.com/article/SB10001424052748703382904575059690954870722.html?mod=WSJ_hpp_MIDDLENexttoWhatsNewsSecond

Thanks to a loyal reader for suggesting this article by Anna Prior of the Wall St. Journal.

My friend, colleague, and prolific writer, Ron Rhoades, J.D., published an extensive white paper on this topic.  If you’re a fine-print kind of person looking for the down-and-dirty academic analysis (55 pages worth), he’s the guy.  You can access it at:  http://www.josephcapital.com/Resources.html.  Scroll down to “White Papers” and download “Estimating the Total Costs of Stock Mutual Funds.”  Or, you can request it by emailing info@josephcapital.com.

Holly Donaldson

Holly Donaldson, CFP® runs a nationwide hourly and fee-for-service financial planning practice from Gainesville, Florida. She works with clients throughout Florida and the U.S. interested in retirement and tax planning advice on a step-at-a-time, as-needed basis. Holly is the author of The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing, 2013) and publisher of the award-winning monthly e-letter, "The View From the Porch."

Leave a Reply