News Highlights | January 2017

 

"Investment Fees To Ask About Before You Invest.", from the balance.com, By Dana Anspach, updated November 19, 2016.

https://www.thebalance.com/ask-about-fees-before-you-invest-2388527

 

"99% of actively managed US equity funds underperform", FT.com, By Chris Newlands and Madison Marriage, October 23, 2016.

https://www.ft.com/content/e139d940-977d-11e6-a1dc-bdf38d484582

 

SEC Investor Bulletin - "How Fees and Expenses Affect Your Investment Portfolio", SEC Pub. No. 164 (2/14), September 8, 2016.

http://www.sec.gov/oiea/Article/ib_fees_expenses.pdf

 

"The High Fees You Don't See Can Hurt You", The New York Times, By Jeff Sommer, April 23, 2016.

https://www.nytimes.com/2016/04/24/your-money/the-high-fees-you-dont-see-can-hurt-you.html?_r=1

 

"66% of fund managers can't match S&P results", USA Today, By Adam Shell, March 14, 2016.

http://www.usatoday.com/story/money/personalfinance/2016/03/14/66-fund-managers-cant-match-sp-results/81644182/

 

"Why most-mutual funds underperform and how to find ones that don't", Forbes.com, By Ky Trang Ho, February 6, 2016.

http://www.forbes.com/sites/trangho/2016/02/06/why-most-mutual-funds-underperform-and-how-to-find-ones-that-dont/#3219582e66da

Elizabeth Fuqua