I Don’t Pay For My Investments…Wait, I’m Paying How Much???

  Question:  Do you know how much you are paying in fees in your investments accounts each year? Unfortunately for most investors this is not an easy question to answer, so here is a quick summary of the ABCs of investment fees: Account/Custodial Fee:  An annual fee may be charged by the financial institutional holding[…]

Alumni Advice: the Do’s and Don’ts of Financial Planning

Alumni advice: the Do’s and Don’ts of financial planning Katie Jarret Burke ’03 offers practical financial planning strategies for the Class of 2016 and young alumni. By Sarah Collins ’18 Katie Jarret Burke ’03 jumped into financial advising shortly after graduating from Elon when she took a job at a Baltimore-based firm as a mutual[…]