We break down the pros and cons of each approach and share our firm’s philosophy when it comes to building portfolios.
We also discuss:
- Why chasing the “best performer” over the past few years can be misleading
- The importance of looking beyond short-term performance
- Why investment returns should never be the sole reason for choosing a financial advisor
If you’ve ever wondered whether passive or active management is right for you, or how to think about evaluating an advisor, this conversation will give you clarity and perspective.
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