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Tag: mutual funds

Passive Investing, Like Buying Used Cars, Is Wise Strategy

Watch this video on YouTube 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...

Making Beautiful Music With Mutual Funds

Watch this video on YouTube “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...