BMO Wealth Institute Special Report: Enhancing Retirement Planning with ETFs

BMO Wealth Institute recently published a special report on using ETFs as part of retirement planning.  The report highlights the following 5 challenges with retirement planning and how ETFs help address these challenges.  The complete report can be found here.

• focusing on security selection and not asset allocation
• chasing past performance
• not rebalancing an investment plan
• implementing a portfolio with too much single-security risk
• not factoring in the impact of taxes when reviewing and/or updating
the financial plan

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