Chuck Jaffe is a senior columnist with MarketWatch. Through syndication in newspapers, his Your Funds column is the most widely read feature on mutual fund investing in America. Chuck has authored three personal financial books, including “Getting Started in Finding a Financial Advisor” (John Wiley & Sons, 2010).


RICK from Nevada posted over 3 years ago:

Where can you find an investment management company's performance over 5-10 years? Is there an advocate/company that measures this type of performance?

Today, many firms are "selling" managed accounts and/or private investment management accounts. FINRA, NASAA and other sites only go so far.

L from Maryland posted over 2 years ago:

I have the same question as Rick.

William from New Jersey posted over 2 years ago:

An "advisor" wanting to sell me a fixed annuity left me his card which showed the following notations: "NASD" & "SIPC", what do these signify?
Also, if fixed annuities enanate from insurance companies, would I be better off going directly to a licensed ins. broker rather than dealing with an independent advisor who claims there is no fee? Thanks.

Ronald from Texas posted over 2 years ago:

Does AAII have access to Financial Planner, Broker etc preformance data and complaints. Is so is there an AAII page we can look at for ratings to include Fidelity, Vanguard, Oppenheimer etc ratings for comparable stratgies?

John from Virginia posted about 1 year ago:

Are the any opinions on financial planners/brokers who collect a commission / sales charge vs. hourly rate?

I would love to see AAII host a performance / complaint database that members can contribute to and reference.

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