Thought for the Week – 3/26/2017

Should Investors Consider Going Passive?


  • The “active versus passive” debate that began many years ago continues to strengthen, and investors are asking if now is a good time to move over to passive.
  • Passive investing is a perfectly fine strategy for some investors, but it is most certainly not appropriate for all.
  • Those who moved to passive may have unknowingly risked meeting their long-term financial objectives.

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The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA.  It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.

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