The Many Problems with Absolute Return and Opportunistic Investing

If your advisor invests in funds with names like Absolute Return, Active Opportunity, Opportunistic Preservation, or the like, this article by Ben Steverman offers plenty of reasons why you should re-consider.

Despite my quote, I tend to agree that there are an extremely select few individuals who with a combination of skill and luck can pull off a strategy like this; however, the average multi-millionaire has no means of investing with those managers.

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CLEAR & INTENTIONAL  INVESTING

online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
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A Clear and Intentional Investment Plan

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