Tag: dreaded passive voice

Replacing “Assets Under Management Fees” with “Net Worth Under Management Fees”

The other day I asked a money manager I was getting to know whether his firm charged a lower fee for managing bond portfolios than it charged for managing stock portfolios. He said no — that his firm charged the same for both. I asked him about this because some […]

The Heartbreak of Student Debt

As a financial planner, I sometimes hear really sad stories. And sometimes I hear stories that are so . . . repugnant, let’s say . . . that I feel them in my gut and it takes my breath away and leaves a big pit in my stomach. On the […]