“As long as it follows the index, size isnt an issue.”
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“There arent any universals. You need to look at your proximity to your relatives, your health?I tell clients its unique to their own situation.”
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“No one fund family has all the best types of funds. One fund family might be good with domestic equities but lousy with bonds and international funds.”
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“Theres huge overlap at a fund family.”
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“We might buy a little of the fund in personal accounts before we have those interviews. That way we track the performance and see how its behaved in different market phases.”
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