The past 12 months ending February 13, 2017, have been particularly good for our investors. Investors’ IM reports are posted. The calculation used to determine our clients’ returns is called the internal rate of return. It is cash-flow-specific and net of all fees and expenses. It represents the average return our investors experienced during the period. Shown below are the… Read more →
Month: February 2017
Quick Note February 2, 2017 – Schwab Trading Costs, IRS Resources.
Schwab reduces trading costs. Many of the core holdings that we employ for the benefit of our clients are traded without commissions. However, some of the holdings that we prefer can only be traded with commissions. Schwab has now reduced their commission rate on these trades. Going forward our clients who choose electronic document delivery will pay just $6.95 to… Read more →