Tag: fees

Cheerful senior man at home looking at his mail

Abstract Many applicants to Social Security Disability Insurance (SSDI) retain representation to help with the approval process.  The Social Security Administration imposes strict rules on representative compensation.  Representatives are paid only if claimants are awarded disability, and are paid the lesser of 25 percent of claimant’s past due benefits or a pre-specified maximum fee dollar…

Businessman in office talking on phone

When David Marotta is investing his clients’ money in mutual funds, he scrutinizes the fees. To demonstrate why fees are so important, Marotta charted the fees and 10-year returns for dozens of index funds in the Standard & Poor’s 500 family. Since these funds all track the same index and their performance is roughly t…