Time to Rethink Buy and Hold Strategies?

by brendon on November 2, 2013

Financial planning investment advice that’s given to Kansas City and Overland Park investors should not only include buy and hold, but rebalancing.   Steve Atkinson posted a great article in Financial Planning–an industry publication for advisors like myself.   He points out that perceptions of buy and hold strategies are joked about primarily by those that promote active-management investment philosophies.

Message to the investor on “main-street”:  as long as fund companies have revenue sharing agreements with broker dealers and advisors get paid commissions for selling product, the debate between active management and passive management will exist.

Work with an advisor who’s held to the fiduciary standard and has zero incentive to promote a product paying them a commission.     You’re reading a blogpost of one of those advisors!

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