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Source: https://www.financial-planning.com/news/how-hybrids-can-serve-targeted-purposes
See Kevin’s take on hybrid funds on Financial Plannings’ Day 7 of their “30 Days: On Navigating The Growing World Of Choices For Client Portfolios” There is no one way to work with ETFs. Everyone’s financial goals are different, so we will match our approach with what those goals are.
“We use passive funds almost exclusively on the equity side and actively managed on the fixed-income side,” Reardon, a CFP says, adding, “I exclude anything that is in between.”
Each advisor has a different method, take a look at why Kevin chooses this approach here.
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