Boston, Massachusetts, United States
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18K followers
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Boston, Massachusetts, United States
Contact Info
18K followers
500+ connections
Articles by William J.
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Unqualified Investors in Qualified Plans
Unqualified Investors in Qualified Plans
By William J. Kelly, CAIA
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Due diligence matters EVERY TIME you invest. How many indexing investors know this about the S&P 500 today vs 1970’s: • Exposure to tech and…
Due diligence matters EVERY TIME you invest. How many indexing investors know this about the S&P 500 today vs 1970’s: • Exposure to tech and…
Shared by William J. Kelly, CAIA
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