Small- and mid-cap funds are not for the faint-hearted. For long-term investors, discipline, diversification, and alignment with financial goals remain far more effective than trying to time the marke...
As investors grapple with a volatile landscape, passive funds are proving indispensable to get market returns from a diversified set of stocks at a very low cost.
Target maturity funds are a good option for predictable returns, but it’s important to look at the index composition and credit ratings of entities whose securities are included in the benchmark.
Alternative investment funds score over real estate because they offer potential for higher returns, are more liquid, and far simpler to pass on to heirs.
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