Calculation of returns on a dollar-weighted basis could perplex clients
Depending on how ETF portfolios are managed, they fall into one of two buckets. Does this make sense?
Today, many client portfolios are chaotic - and costly
Small clients are lucky to get one meeting a year with their advisor
Reports of the death of this traditional asset mix are far off the mark
Active Share alone is not the best way to find outperformers
Embrace indexing in its purest form. Three ETFs with broad market exposure should do the trick
Mutual fund industry has fought investor-friendly reforms