Tag Archive for: mutual fund objective

4 Customer Service Must-Haves For Investors

So, we’ve all been in these places… It’s the quirky restaurant that every city seems to have, and the service isn’t very good- but all the diners think it’s part of the charm. They’re willing to put up with it, so they can feel like they’re “in on the joke”. They’re typically a tourist destination, […]

What A Urinal Ad Can Teach Us About Unconstrained Bond Funds

  It has to be the best urinal ad- ever. Right above the urinal a movie theater bathroom, in red letters “Flat rate divorce services”. The ad had a nice picture of an office and the attorney’s phone and email address. Talk about a captive audience- really sort of brilliant. You’re a guy, you’re absolutely […]

4 Actions Every Investor Must Take

The decisions you make as an investor- even small decisions- have a huge financial impact on your life. You work hard to save, you invest, you put a plan in place. However: that’s not enough. In my 30-years kicking around accounting and finance, I see several actions that investors should take- but don’t. Now, these […]