Tag: Fees
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Passive vs Active
The real question is can active stock picking beat the S&P 500 index, after fees? Fidelity has an actively managed US Large Cap Equity strategy that beat the S&P 500 index over the past 5 years ending 4/30/2024. Below is the link. https://digital.fidelity.com/prgw/digital/msw/details/USLargeCapActive?taxManaged=false If they can continue this performance for another 5 years it will…
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Annuities
I don’t believe in variable annuities because they have high internal fees that produce returns less than you can get in similar investments outside of an annuity. I don’t believe in fixed annuities because they don’t provide more than long-term bond investments. Annuities have essentially no liquidity. No changing your mind.
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Pay for Performance
I believe everyone is capable of managing their personal finances and don’t believe the majority of financial advisors are providing value for their service. How many advisors/managers are able to bring market returns to their clients AFTER fees? All the people I know who pay a fee based on assets under management(AUM) don’t know if…
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