When it comes to filling out forms, there are a LOT of tiny details that are super important. The first link below talks about a section of a form that could seriously impact the beneficiaries of your account.
Here’s what I’ve been reading this morning:
- Ep. 158 of the show, Tom talks about what the phrase per stirpes means, and why it’s super important to understand when filling out a beneficiary form.
- If indexing is distorting the prices of the assets within the index, explain the giant dispersion between winners and losers this year.
- Using different factor ETFs, investors can get the exposure (and sometimes outperformance) that they’re looking for AND be able to explain it. Something mutual funds were unable to provide.
- Morgan writes about how sometimes having more than you need can be more of a liability than an advantage.