Jeff Davis has over 10 years investment management experience. He helped Fisher Investments grow from $5 billion to over $40 billion in assets under management, and was at times responsible for sales, service, and training Fisher’s investment professionals. He has personally interacted with thousands of high-net worth investors and conducted investment education and wealth management seminars nationally. Jeff lives in San Francisco, and enjoys a wide variety of outdoor sports including golf, running, and backpacking.
In investing, it is only what you keep that counts. A 2010 study by Lipper, Inc. showed that owners of mutual funds in taxable accounts gave up an average of 0.98 to 2.08 percent in annual…
It is no big secret that actively managed mutual funds generally have high fees which can be crippling to long term results. Net expense ratios have become widely circulated information and…
