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    How a second marriage affects estate planning

    Decisions regarding wills, living trusts, and power of attorney critical when forming a blended family

     

    What is a passive mutual fund?

    When looking at mutual funds as a component of an overall investment plan, many criteria distinguish one fund from another. These criteria include asset class (stocks, bonds, international and industry sectors), and management style. However, every mutual fund will be either actively or passively managed.

    Have you read - MIPS: A first look at how it will affect your practice

    Passive management often refers to index funds. Investors utilize passive management because it provides broad market diversification and low relative internal expense ratios. Passive management is essentially a buy and hold strategy that results in relatively low trading costs despite the large number of security positions within an index portfolio. Passive investing through an index fund also provides significant diversification benefits since index portfolios hold all the stocks comprising their specific asset class universe.

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    Send your questions about estate planning, retirement, and investing to Joel M. Blau, CFP, c/o Urology Times, at [email protected] Questions of general interest will be chosen for publication. The information in this column is designed to be authoritative. The publisher is not engaged in rendering legal, investment, or tax advice.


    Subscribe to Urology Times to get monthly news from the leading news source for urologists.

     

    Joel M. Blau, CFP
    Mr. Blau is chief executive officer of MEDIQUS Asset Advisors, Inc., in Chicago. He can be reached at 800-883-8555 or [email protected]
    Ronald J. Paprocki, JD, CFP, CHBC
    Mr. Paprocki is chief executive officer of MEDIQUS Asset Advisors, Inc. in Chicago.

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