Happy 87th Birthday to Nuge Schneider, Our Honorary Founder

By: Sunni Schneider Nuge Schneider would have turned 87 years old today. While he never knew this firm would be created, I am certain he would be proud to know that I am a founding force behind it. I have many fond stories about my dad, but there is one in particular I wanted to […]

Why Mutual Funds Often Benefit Banks More Than You

Mutual funds are marketed as safe and simple. But in reality, they often accompany hidden costs and conflicts of interest. We recently reviewed a portfolio managed by another institution. The Management Expense Ratio (“MER”), which is the total cost of owning a mutual fund and is embedded in its price, was much higher than its […]