Wall Street: Land Of The Fee


Wall Street: Land Of The Fee

Fran Schuber was 83 years old when insurance agent Glenn Neasham knocked on her door. Schuber wanted to diversify her retirement savings portfolio, and Neasham had just the investment for her: an indexed annuity. The upside: The product offered tax-deferred earnings and a nice return. The downside: Schuber couldn’t withdraw the funds for 10 years without…

Far View Adds 34.4% In 2020, Revisits Strategy After Missing Opportunities; like this Nordic “Amazon” style stock

Far View Partners generated a return of 34.4% net of all fees and expenses in 2020, that's according to a copy of the firm's annual investor letter, which ValueWalk has been able to review. Since its inception on July 1, 2011, Far View Partners has generated a cumulative net return of 255.8%, a 14.3% CAGR. Read More

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