The Rob Berger Show
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
The Rob Berger Show
RBS 185: Are Investment Banks Worth the High Fees? FQF
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Rob Berger
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Episode 185
We start this week's Five Question Friday (FQF) with a question about whether a 2% investment fee is crazy. Here are the five questions:
1. Am I crazy to be paying a 2% fee to manage my investments at Morgan Stanley?
2. Can you analyze 100% BND versus 50% BND and 50% VIPSX.
3. In Boldin, what are you setting as projected returns?
4. How should I invest if I don't need the money in retirement?
5. Is direct indexing worth the cost and complexity?
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