AUTHOR: Robert Fay on 5/5/2025 FIRST: Andrew Forsythe on 5/5/2025 | RECENT: Jack Hannam on 5/14/2025
Comments
No, not Fisher Investments, it was Bowers Wealth Management advisor Karsten Dornseif. They did sell FCNTX and purchased FEQIX - Fidelity Equity Income. I have no idea how the commission structure works on "no load" funds. Last month (April 2025) Contra was up.8% and Equity Income was down 1.9%. It will be interesting to compare at the end of this year.
Comments
No, not Fisher Investments, it was Bowers Wealth Management advisor Karsten Dornseif. They did sell FCNTX and purchased FEQIX - Fidelity Equity Income. I have no idea how the commission structure works on "no load" funds. Last month (April 2025) Contra was up.8% and Equity Income was down 1.9%. It will be interesting to compare at the end of this year.
Post: Financial Advisor – NEVER AGAIN
Link to comment from May 10, 2025