Morningstar ETF Investor

A Noble Lie

15 November 2013

A common nugget of wisdom passed down from on high to the masses is to “buy and hold,” which really means several things: Set fixed allocations to stocks, bonds, and cash; dollar-cost average into the portfolio with periodic purchases; and,  above all, stay the course. I tell investors to do these things all the time, too, because on the whole it’s good advice… Read More: Morningstar ETF Investor 15Nov13

Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.

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