Let's Talk About Mutual Funds
Morningstar uses nine screens to go from 8,000 to 38 funds and then additional screens taking it to 19 gold-rated funds.
We offer a complimentary consultation where we can review the funds in your account—No cost or obligation.
About the Author
Bob feels strongly that you only retire once leaving no room for mistakes. He is dedicated to building and more importantly preserving investors assets. Bob is a Financial Advisor with Cambridge, an independent broker-dealer, honored to be among the most respected firms in the industry.