We know we can’t control the markets. But the good news is that, as investors, we can control costs. By considering fees as part of the decision criteria when choosing investments, you can actually impact performance by enhancing the after-cost return of your portfolio. To paraphrase John Bogle, founder and
Rebalancing is an essential piece of the portfolio management process. Inherent differences among asset classes (e.g., stocks, bonds, and real estate) mean that the size and/or direction of their returns will likely differ over time. There may be periods of time where one asset is up, and one is down,
While many investors understandably assume that all who offer investment advice are required to uphold the fiduciary standard, many in the financial services industry are instead subject to the less stringent “suitability” standard. A recent $54 million judgement brings to light a stark example of the conflicts that may
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