The BAM ALLIANCE


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       Delivering on the Promise 
     of True Wealth Management 



     

Portfolio Review

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    Questions about your portfolio
    or seeking a second opinion?

    Contact us via our contact form 
    or call 866.545.8816
    (new clients only).
     

    All other inquiries,
    call 800.711.2027.

     

If I am a passive investor, why should I pay a fee? PDF Print E-mail

Many people misunderstand passive to mean “do nothing.” Rather, a passive investor is one who recognizes the fallacy of trying to pick winning stocks and time the market. This does not mean that portfolios do not need to be managed. For example, market moves provide the need for portfolios to be rebalanced. Or perhaps there are tax-loss harvesting opportunities available. A good financial advisor assists clients with these complicated strategies.