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If you read the last post, C shares and how they fit into my business, then some of the bullet points on this list will look awfully familiar to you. If you’ve read 10 things about A shares or 10 things about B shares, then again, some of the points will look eerily similar.

In case you missed it, about 5% of my client investment allocations are made up of Class C share mutual funds. So when it comes to mutual funds, its obvious that C shares are my favorite. That’s C as in Ciaran.

Continue Reading “10 things you need to know about Class C share mutual funds”

There has been quite a bit of controversy surrounding Class B shares in the last few years.

The NASD and SEC are taking a very close look at advisors that do a lot of B share business; attempting to determine whether or not the B share investment recommendation(s) are in the best interest of the client or the advisor.

Since there is such a firestorm over this issue, my top 10 list will have a strong bend towards addressing some of these concerns. Without further ado…

Continue Reading “10 things you need to know about Class B share mutual funds”