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Passive Investing, Like Buying Used Cars, Is Wise Strategy

Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25% to 35% less than the original cost. I recommend this strategy to my clients, staff, and friends. If everyone followed this advice, you’d think the approach […]

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Making Beautiful Music With Mutual Funds

“What’s the difference between an investment adviser and a mutual fund money manager? And why do I pay fees to both?” Questions like these remind me that the workings of the financial services industry, which I tend to take for granted, can be confusing to people outside the field. The following analogy may help to […]

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