DSC – Money We Have

Questions To Ask Your Financial Advisor

By Barry Choi | May 11, 2015 |

Financial advisors don't require propertraining

Earlier in the year I wrote about how to find a good financial advisor which focused on fee only and fee-based advisors. Very few of us will start off at that level so I wanted to focus this post around “advisors” at the retail level. The ones that are available at your local bank or…

How I Got My Deferred Sales Charges Waived

By Barry Choi | February 10, 2014 |

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…