This is a copy of the front of Jason Zweig’s investment column in today’s Wall Street Journal, August 23, 2014.
Florida Trustees and Personal Representatives Need to Know About Passive Investing
- I previously provided Florida probate commentary on why I believe that Florida trustees and executors of wills should read Jason Zweig’s column.
- Jason ‘s Augst 23, 2104 investment column hints that some believe that active money managers will lose their jobs to “passive” investing.
- I’ve posted Florida estate commentary on why I believe trustees & executors should invest with ETF’s and index funds.
- So, whether you are a Jupiter, Florida widow who administers your late husband’s revocable trust, or you are a Boynton Beach executor of a Palm Beach probate, have an investment strategy which complies with the Florida Prudent Investor Rule
- ETF’s and index funds — passive investing — just might help trustees and personal representatives limit their liability from trust lawsuits in Palm Beach and Florida