Tag: Fees

High Court Sides with Investors in Fee Case

The U.S. Supreme Court has ordered a federal appellate court to take another look at its ruling that mutual fund managers can only be held liable for charging allegedly excessive fees if fraud is involved.

IMHO: Court “Case”

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you pay, it’s what you get for what you pay.

IMHO: Income Tacts

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.

IMHO: Holding Patterns

In one of the more challenging economic years in memory, it is not surprising that the pace of change set in motion in defined contribution plans by the Pension Protection Act slackened.