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Advisor Insights
October, 2009
Active vs. Passive Portfolio Management
One of the longest-standing debates in investing is over the
relative merits of active portfolio management versus passive
management. With an actively managed portfolio, a manager
tries to beat the performance of a given benchmark index by
using his or her judgment in selecting individual securities and
deciding when to buy and sell them. A passively managed
portfolio attempts to match that benchmark performance, and
in the process, minimize expenses that can reduce an investor's
net return.
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What is a Certified Financial Planner
A CERTIFIED FINANCIAL
PLANNER™ professional or a
CFP® practitioner is a financial
professional who meets the
requirements established by
the Certified Financial Planner
Board of Standards, Inc.
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Market Volatility
On Wednesday of last week, the S&P 500 index reached a milestone that has occurred only three other times since World War II.
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Retirement Income Transition
Are You Ready to Retire? The question is actually more
complicated than it first appears,
because it demands
consideration on two levels.
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Benefits Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of
your total investment returns, so it's
helpful to look for tax-advantaged
strategies when building a portfolio.
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Setting Targeting Invest Goals
Go out into your yard and dig a big hole. Every month, throw
$50 into it, but don't take any money out until you're ready to
buy a house, send your child to college, or retire.
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Myths & Facts Social Security
Myth: Social Security will provide most of the income you
need in retirement
Fact: It's likely that Social Security will provide a smaller
portion of retirement income than you expect.
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