Education Program has explained the many advantages of passive indexing over active investing. An investor invests in peace of mind with this less stressful passive approach, which provides freedom from the anguish and panic of active investing. Indexing is not designed to be a quick fix and does not carry the seductive quality of gambling or day trading.

Program Overview

This rule points out the value of the Modern Portfolio Theory. It essentially tells trustees that index funds are the prudent way to invest trust assets. The rule acts as a legal road map for estate planning attorneys, trustees of all types of trusts, and investment advisors.

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