I have been helping people make the most of the one life they get on this earth. I enjoy helping people in their pursuit of possibility. Retirement planning is my main niche. I am one of the few folks that can say their career is their calling.I have been helping people make the most of the one life they get on this earth. I enjoy helping people in their pursuit of possibility. Retirement planning is my main niche. I am one of the few folks that can say their career is their calling.
Like all investment vehicles, smart beta funds should be approached with caution and used only by those who have properly planned for and researched these strategies.
Retail investors must understand the processes underlying the various “smart-beta” investment strategies, and build portfolios that are low-cost, diversified, and aligned with their goals.
Millennial financial advisor Paul Ruedi believes young investors have enough time to focus all their long-term investment activity in equities, and puts his own money where his mouth is by being 100 percent in stocks.