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