#indexfunds

Our Unbiased View

The Blog of Aspen Leaf Partners

Written by Greg Lessard, CFP , CRPC Unless Otherwise Noted

There Is No Free Lunch With Indexed Annuities

In the last year, I've had more clients than I can count on one hand ask me about these products. If clients are asking, it means...

Put Your Money Where Your Heart Is

You're supposed to have a diversified portfolio. What happens when you look under the hood and find your funds contain stocks you don't...

Active & Passive Investing Explained

Investors should have a defined methodology to portfolio management. There are 4 broad steps each investor should undertake: Decide how...

What's An Index Fund?

A month ago I was visiting with some clients and I had an important realization. I asked them what they knew about the investments I...

About This Blog...

Actually, I'm biased.

I'm against most things Wall Street sells, financial advisors who manipulate innocent investors with expensive products, and the financial media's knack for sensationalizing otherwise boring news. I'm for investment portfolios backed by science, the belief that a product shouldn't be sold in a financial planning relationship, and making this industry a better place for advisors and investors.

Read on!