Financial Literacy

Articles & Information

• 5 Reasons Your Fund Underperforms
• 90% of Fund Managers Actually BEAT the Market
• Best Time to Harvest Tax Losses (Columbia Threadneedle)
• 'Closet Index' Funds Charge High Fees But Lag Indexes
• Comparing Mutual Funds to ETFs and SMAs
• Hidden Costs of Mutual Funds
• Ideal Diversification - Financial Times
• Ideal Diversification - Investopedia
• Ideal Diversification - Money Control
• Ideal Diversification - MoneyWeek
• Ideal Diversification - ValueTrend
• Ideal Diversification - Lazard
• Impact of Turnover on a Portfolio
• Implication of Cash in Mutual Funds
• Mutual Fund Expenses - Forbes
• Mutual Fund Tax Guide - Forbes
• P.E.G. Ratio - why it's important
• Power of Active Share
• Separately Managed Accounts (SMAs) - A Boon For All
• Tax Loss Harvesting Expectations
• Tax-loss harvesting: Indexing with ETF's or SMA's
• Why do I want managers with 'Active Share'

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