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If It Looks Like a Bear—Believe It, And Our Move to Equity ETFs

I’m about three weeks behind my intended publishing of this quarterly newsletter. Part of that delay was related to our main topic, as we’ve moved the core equity exposure in portfolios from actively managed equity funds to index-based ETFs (exchange-traded funds). Before I delve into that, and all the context that goes with it, we’re […]

By Bob Kargenian | Monthly Updates
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