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28 Oct 2011

New Demographic Study Shows the Power of Baby Boomers

While everyone has an opinion about the markets, few people dispute demographic trends, especially when they become available on a global basis. A new report by the consulting firm of A.T. Kearney, the Global Maturing Consumer study, claims to be the first to interview 3,000 people older than 60 in 23

27 Oct 2011

Re-Thinking the Definition of Wealth Management

While large segments of the financial services industry focus on wealth management, a larger and more ominous number of financial reps will soon be practicing financial planning in an era of wealth destruction. The odd thing is that both types of financial planners will be working with the same fundamentals.

27 Oct 2011

Beware of High Mutual Fund Expenses

When the average investor buys $10,000 of Class A shares in a load mutual fund, how much of that money actually gets invested in the market? If you thought it would be $10,000, you are not even close. The way load mutual funds operate, by the time the average investor

27 Oct 2011

This site is concerned about promoting a customer-centric business model in the mutual fund industry, so shareholder are considered clients, not customers. is published and written by Chuck Epstein ( , who has held senior level marketing communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Russell Investments, Principal Financial,

26 Oct 2011

Welcome to

Mutual funds have, by default, become one of the primary vehicles to build wealth in America.  Pensions and savings were the traditonal vehicles in the last generation, but today, the erosion of home equity, decreases in 401(k) accounts, and threats to the future of Social Security all translate into new




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