Tag Archives: mutual fund rating

Are Your Plan’s Mutual Funds Olympic Medal Material?

Posted on July 3, 2012 by Linda Robertson CFP®, AFC, ChFC®, Masters in Financial Planning, CEBS

Tweet Surprisingly, Michael Phelps only placed third in one of last week’s Olympic trials.  Will you be just as shocked if your plan’s mutual funds don’t end up rating a gold or silver with Morningstar’s new forward-looking mutual fund ratings?

Posted in H.R. Guru, Workplace Financial Education | Tagged , , , , , | Leave a comment