There are advantages to taking an index-based approach
Why developed and emerging markets are better options.
Best practices will help sidestep common roadblocks
Alternative indexing, fundamental indexing and smart beta are widely used terms to describe indices that break from the traditional market-capitalization approach.
The costs outweigh the benefits when adjusting portfolios too frequently.
The primary appeal of ETFs is based on their index characteristics—low costs, broad diversification, tax efficiency, and relative performance predictability. ETFs are similar to traditional index funds in that they both comprise a collection of securities that represent an underlying benchmark.
Truth is, redeemability also depends on underlying securities.
Help clients weather bad times by truncating some downside risk.
Yes, investment costs eat away at returns. But these costs amount to a double whammy, impacting both the accumulation of wealth and the withdrawal of income.
Evaluating whether to increase exposure to international stocks