Financial Planning News
Thu, 7 Feb 2013
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Schwab's Tony Davidow says active factor-based investment strategies complement passive index strategies to help enhance portfolio durability over time.
Transitioning from mutual funds to ETFs for their low costs and tax efficiency is tempting, but some of these advantages may be exaggerated, says Vanguard's Joel Dickson.
Despite the profusion of niche ETF products coming to market, investors are still showing a strong preference for low-cost, plain-vanilla equity exposure, says Morningstar's Ben Johnson.
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