Wall Street Secret #714: Why Active Investing Underperforms
Money Tree Investing
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How to Be a Better Investor
Megan, Barb: I think it's a big miss in the industry that we aren't more transparent. The biggest mistakes people make are they're just focused on beating the market and not creating returns that help you achieve your goals. It really is asset class dependent; some clients want an active approach while others prefer to be index-based. Most portfolios are up here to date if you're in a 60, 40, or 50, 50, or 70, 30 year range.
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