Personal Finance, Investment Management, and Financial Planning -- What Does and Does Not Work
Main Menu
Do-It-Yourself Personal Financial Planning
Family Finance Blogs
Read These Popular Articles on Our Family Finance Blogs:

Main : Financial Expenses : * Arithmetic of Investment Expenses : 

Category: Financial Expenses * Arithmetic of Investment Expenses
VisitArithmetic of Investment Expenses Popular Last Update: Jul/31/2013 17:57
In his 2013 Financial Analysts Journal paper (March/April 2013 pp. 34-41), "The Arithmetic of Investment Expenses," William F. Sharpe, Stanford emeritus professor of finance and 1991 economic Nobel prize winner clearly demonstrated that a lump sum invested at very low fees (.06%/year) was likely to result in 38% greater wealth after thirty years compared to average mutual fund expenses (1.12%/year). If instead, the investment pattern was to contribute equal amounts each year over thirty years, the low fee investment strategy resulted in 20% greater terminal wealth.

Hits: 970   Rating: 0.00 (0 votes)
Rate this Site | Modify |Report Broken Link | Tell a Friend | Comments (0)

Easily find ALL
low cost mutual funds
no load index mutual funds
Available at major ebook stores:

Amazon -- Kindle/MOBI
low cost mutual funds investing book

Apple iBookstore -- iPad/EPUB
no load funds investment guide

Barnes & Noble -- Nook/EPUB
no load funds investing book

Smashwords -- EPUB, MOBI, PDF
index fund investing book

Yakazie Challenge
Proud Member of Yakezie