How I Got My Deferred Sales Charges Waived

A while back I wrote Signs your advisor doesn’t know anything.  This was a controversial post as some of the things I brought up didn’t sit well for some readers, but I will say this; the same points that I brought up is ultimately what helped me avoid paying deferred sales charges (DSC). This is not…

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Signs Your Adviser Doesn’t Know Anything

This is a follow-up to my recent interview with Preet Banerjee which can be found here. After being disappointed with my once a year mutual fund check up at my bank I thought it would be a good idea to switch to a financial institution that dealt with just investments.  I figured my adviser would be looking out…

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