Tag Archives | portfolio manager

Alphabet - ABCs of Mutual Fund Share Classes

The ABC’s of Mutual Fund Share Classes

Understanding mutual fund share classes is key to making smart investing decisions. If you’re socking money away in a retirement account, the odds are you’re investing in mutual funds. Mutual funds allow investors to pool their money together and receive professional investment management. This means the managers of the fund are doing the stock or […]

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astute advisor

Welcome to The Astute Advisor Blog

Welcome to my personal blog, The Astute Advisor. Having worked in financial services since 1998 and practicing as a Certified Financial Planner™ since 2003, I have consulted with and advised a wide array of individuals and businesses. I have always enjoyed the face to face nature of working with clients. However, there is a broader […]

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