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It’s Not Me, It’s You – When to Break Up with a Fund

March 6th, 2020|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

At CJM, we utilize mutual funds and ETFs as investment vehicles to help our clients achieve their long-term goals. Far from employing a set-it-and-forget-it mindset, we continually evaluate the funds we use to determine whether our choices are best for our clients. Find our top four reasons to replace an investment.

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