Mutual fund and ETF products are often touted in the financial media as efficient vehicles for achieving portfolio diversification. However, most investors are unaware of the additional benefit that is derived from security lending programs. But, as is true with most investment considerations, not all mutual fund families have their
Archives for May 2012
We recently received the following two emails from a client email address: From: Client Name [mailto:[email protected]] Sent: Friday, April 14, 2012 9:32 AM To: Lisa Reynolds Subject: Update Lisa, I will like you to email me the cash available balance in my account for today. Thanks, From: Client Name [mailto:[email protected]] Sent: Friday, April 14, 2012 9:45
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.