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Waning revenues may mean more fees
Advisers could face new charges for services such as practice management and technology.
Which portfolio fees are tax deductible?
The TCJA enacted major changes on what expenses investors can claim on their tax returns. Find out which portfolio management fees are tax-deductible
Taxes, fund costs can chew up 87% of an investor’s long-term return
The dynamics of the financial markets have changed radically. While in hindsight it now appears obvious that stocks were a screaming "buy" in 1950, our parents, who had suffered through the Great Depression, were not only worried about a recurrence but lacked the wherewithal to invest.
