Trustee Empowerment & Protection Inc. (TEPI)’s Post

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita

Are Mutual Fund Investors “Suckers?” Much like the debate between “passive” versus “active” mutual fund and ETF investors, there is a similar debate between those who favor investments in individual stocks versus mutual funds. Yet, in both, it’s not simply an “either/or” choice. There are logical rationales for each and only by objectively examining those rationales can investors determine what is actually “best” for them. When we first started developing our patented decision-assistance technology for the scoring and ranking of mutual funds, ETFs and index funds, some of our affiliated investment advisors asked us how to present and discuss the technology with clients who avoided mutual funds and preferred to invest in individual stocks. That caused us to take a serious look at the arguments on both sides. There appear to be four principal rationales favoring investments in individual stocks rationales: read more... https://lnkd.in/g9RHP-Ge #wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita #dtc #prorrt #rita