Monthly Archives: November 2010

Investment Fees Reexamined

By Lon Jefferies | Published: November 30, 2010
More and more, it is becoming clear that fees are a large determinate of investment performance. In this month’s issue of NAPFA Advisor, Vern Sumnicht, MBA, CFP, discussed a study by State Street Corp. and the Wharton School of Business that found just 43 percent of investors understand the fees associated with their investments even [...]
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Reducing Tax Liability in 2010 and Beyond

By Lon Jefferies | Published: November 19, 2010
Tax planning has always been a very challenging element of the financial planning process. This year it has been especially difficult in light of the uncertainty associated with the pending changes to the tax code. As you may be aware, the tax cuts established by the Economic Growth and Tax Relief Reconciliation Act of 2001 [...]
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