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Action Point
SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE:
See If Your Funds Meet The Top Criteria For Outperformance: Low Costs And Top Talent
THINK GLOBALLY IN YOUR BOND PORTFOLIO
AMONG MORNINGSTAR’S FAVORITE WORLD BOND FUNDS Templeton Global Bond Fund (TPINX) Loomis Sayles Global Bond Fund (LSGLX)
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
WHAT IT TAKES
Read [amazon-product text=”What it Takes” type=”text”]1118517725[/amazon-product]. Know When You Are A Customer Or A Client As a “customer”, up to you to decide to buy a product or not As a “client”, a firm should put your interests first and act as a fiduciary
MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY
Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior. The moral to this story is: if […]