Active or Passive? Why Not Both?
Know the reasons to consider and use both passive and active options as complements in a portfolio.
Reach Your Financial Goals
Time horizon, rate of return on the investments and amount invested are the three factors affecting if investors reach goals.
Mutual Fund Performance
For fund performance, remember that these are used to illustrate a particular fund's record of return - it is no indication of how it will perform in the future.
5 Considerations for Portfolio Construction
With these considerations, investors can take steps toward reaching financial goals with ease.