To Succeed With Passive Investing, Get a Little Active, Gareth Jones

You can't just rely on the robot! Injecting a dollop of oversight into passive investments can help to achieve your goals. “it’s like going to the gym,” said Dave Armstrong, managing director at Monument Wealth Management. “You have to do a little bit every day.”

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Injecting a dollop of oversight into passive investments can help to achieve retirement and other goals, they say, especially as ultralow interest rates and sluggish global growth make it harder to meet savings needs. Getting allocations right is paramount, experts say. “The passive investor can get complacent,” said Robert Isbitts, founder of Sungarden Investment Research, an investment firm based in Weston, Fla. He and others say that at a minimum, a passive investor who wants a low-risk portfolio needs to design and maintain a mix of index funds, or asset allocation, that gets periodically assessed either by themselves or a financial professional or service.

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