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Retirement Paycheck No-Brainer

February 07. 2019

Imagine if you had to replicate—at an individual client level—every mutual fund you purchased by buying individual equities. You couldn’t do it. Not even for the simplest S&P 500 fund. Not because you don’t have the skill, but because there isn’t enough scale at an individual client level. And, it would be a terrible use of your time.

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