I'm having this conversation a lot lately. Which is more important; college savi [...]
I recently had a long-term care insurance conversation with a client. The bottom [...]
I've recently had the pleasure and responsibility of working with several new widowed clients. I've had several of these conversations lately and wish to share the highlights with you.
Evidence-based fund managers have freed themselves from tracking popular indexes by establishing their own parameters for cost-effectively investing in most of the securities within the asset classes being targeted.
There are many other variations on these themes. The point is, indexes using different weightings can reach significantly different conclusions about the performance of the same market slice.