FAQ - CATEGORY MENU

FAQ - ROBO/AUTOMATED LOW-COST STRATEGIES

  1. Why would anyone hire a money manager when buy and hold is so hard to beat? Answer

  2. How is your model different from most robo-advisors?   Answer

  3. What could happen to my passive online smart allocation during a bear market?  Answer

  4. I have an asset allocation plan already. How can CCM help me improve my odds of investment success?  Answer

  5. We often are told “stocks always come back”, but how many years can it take to get back to breakeven?  Answer 

  6. How could low-cost, passive, buy-and-hold investing derail my retirement?  Answer

  7. What are the limitations of stock/bond-only ETF portfolios?  Answer

  8. What about ETF fees and taxes?  Answer

  9. Will a diversified mix of ETFs and/or mutual funds save me in a bear market?  Answer

  10. How much did passive investors lose in the 1929-1932 bear market and how long did it last?  Answer

  11. Why is "beating the market" every year a flawed investment goal?  Answer

  12. Why is discipline so critical to success?  Answer

  13. How does your model use facts and logic to minimize the odds of repeating common and emotionally-driven investment missteps?  Answer

  14. How does narrow framing hurt investors and how does your approach help?  Answer

 

FAQ CATEGORY MENU