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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® has an advice-only, hourly and fee-for-service financial planning practice. She 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." With a fully virtual practice in Seminole, Florida, Holly primarily serves clients located in the Tampa, St. Petersburg, and Clearwater areas. Holly will also work with clients who are a good fit located elsewhere in the United States except Texas.

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