We might buy a little of the fund in personal accounts before we have those interviews. That way we track the performance and see how it's behaved in different market phases.

233

There aren't any universals. You need to look at your proximity to your relatives, your health?I tell clients it's unique to their own situation.

188

There's huge overlap at a fund family.

125

No one fund family has all the best types of funds. One fund family might be good with domestic equities but lousy with bonds and international funds.

69