News
Back to News
Jul
1
2016
July 2016 Newsletter
What's Inside?
1. What the New Federal Fiduciary Rule Means to Investors
2. ETFs Can Be Plain or Fancy
3. Disaster Planning Versus Succession Planning
4. Tax Calendar
Benchmark-Based Investing
From the beginning of 2015 to the second quarter of 2016, about $250 billion has moved out of actively-managed mutual funds and into passivley-managed index-tracking mutual funds and index-tracking exchange-traded funds.
About Yuma, AZ
First incorporated as Arizona City in 1871, Yuma was renamed in 1873 and is now the largest city in Arizona outside the metro areas of Phoenix and Tucson.