index funds

Advisor Upside

Index Investors May Be Losing Millions of Dollars Each Year. Here’s Why

Photo by Andrzej Rostek via iStock

Rules-based investments are appealing, but even index-fund investing comes with limitations.

4 min read

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ETF Upside

Like Active Management? Odds of Outperformance Are Slim

The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.

2 min read

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