The (Non) Lessons of History–And the (Real) Lessons of Return Sources and Costs
The American Philosophical Society · costs-fees
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Bogle on Costs & Fees
Fees compound against you. Sources where Bogle hammers expense ratios, turnover costs, and who actually keeps the return.
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The U.S. Financial Sector and the Relentless Rules of Humble Arithmetic
New York University Stern School of Business · costs-fees
In Troubled Times… The Arithmetic of Mutual Fund Investing is More Important Than Ever
American Association of Individual Investors – Philadelphia Chapter · costs-fees
“Gentlemen … To Save Our Business from Ruin, We Must Reduce Expenses”
National Association of Personal Financial Advisors · costs-fees
The Riddle of Performance Attribution — Who’s in Charge Here: Asset Allocation or Cost?
AIMR Financial Analysts Seminar at Northwestern University · costs-fees