• Higher dividend growth among a value stock index relative to a growth index is a result (or benefit) of reconstitution and rebalancing rules, according to Chaves and Arnott.

    FORBES: Value Stocks and Dividends

  • Armed with index funds and strategies like sector rotation, relative value and tactical asset allocation, these advisers all attempt to earn their keep by beating benchmarks net of fees.

    FORBES: A Magical Tax-Loss Harvesting Machine?

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