Wayne Farlow, CFP, principal, Financial Abundance, LLC, a fee-only investment advisory firm in Boulder, Colorado. The firm’s model ETF portfolio from 2002 through 2008 generated annualized returns of 5% versus a negative 1.9% for the S&P 500 over the same seven-year period.
When you examine the long-term performance of mid-cap stocks, you discover that they often fair better than small caps and…
