Photograph: In memory of Cody, victor in the Tug-of-Toy contest.
Passive investing through the use of index ETFs is a solution to a complex problem. Here at ITA Wealth Management, we guide individual investors through the process of setting up a Strategic Asset Allocation (SAA) plan, maintain it, and monitor it for return vs. a benchmark as well as risk management.
The screen shot below is an example of a SAA plan for a somewhat aggressive investor. Note the low allocation to Bonds & Income.