Despite the recent market rebound, there are still many stocks that have been significantly affected. These stocks, which have been subject to heavy "tax-loss selling," present lucrative options for investors.…
A common practice in the financial industry is for advisers to charge clients a percentage of their assets under management (AUM). This means that if you have a portfolio worth…
Question: Is a fee of 0.9% fair for managing a $7 million portfolio? And is there room for negotiation? Answer: As a savvy investor, it's wise to question the fees…