In a WSJ article on October 17, 2016 titled The Dying Business of Picking Stocks, the case for getting rid of your actively managed mutual fund in favor of lower costing index funds gets shut. Hands down, the indexers win, whether over the short, medium, or long term:
In this low-return world we’re in, you need every edge you can get, and one of the easiest ways you can get that edge is to lower your expenses and improve your potential long term performance by opting for index funds and getting rid of your actively managed mutual funds.
Contact us today at (619) 888-4070 or email us at firstname.lastname@example.org to have us analyze your portfolio to see if you’re invested in actively managed funds or in index funds, and if we find that you’re in the former, let us optimize your portfolio and put the power of history and research on your side to help you reach your financial goals faster.
Rainier Trinidad, CFA
San Diego and Coronado’s Fiduciary Financial Advisor
Parabolic Asset Management
206 J Avenue
Coronado, CA 92118
Investment Risk Disclaimers: (i) Investments involve risk and are not guaranteed to appreciate, and (ii) Past performance is no guarantee of future results.