Is the battle between index funds and actively managed funds finally over? Total assets invested in index funds and ETFs recently passed assets invested in active funds for the first time ever. But is going all index funds the right move for you? Joining us is CFP and President of Bona Fide Wealth, Douglas Boneparthe. Also joining us is Crystal Hammond, host of our sister show, Stacking Deeds. And finally joining us from his bunker deep under Los Angeles is the creator of the award-winning blog lenpenzo.com, Len Penzo.
We dive into the difference between active and passive funds, break down the history of each, and pontificate on where we think the investment world is heading. Plus, what are the risks of cap-weighted index funds?
In the second half of the show, sponsored by DepositAccounts.com, we dive into the industry secrets and their smoke-and-mirrors tricks.
Be sure to stick around for our ongoing year-long trivia competition. Doug brings us some diminutive French leader-themed trivia. You won't want to miss it!
FULL SHOW NOTES: https://www.stackingbenjamins.com/active-vs-passive-fund-debate-1493
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Happy Money, Happy Life (with Jason Vitug)
Make Better Insurance Decisions (with Amy Finkelstein)
Spend Your Time Working or Investing?
Trick Your Brain to Stack More Benjamins
How to Reboot Your Career (with Jill Schlesinger)
Rethinking Money-Spending Traditions: Are They Worth It?
Our Top 5 Parts of Financial Planning
Beginning With Nothing? Start Here! (with Candy Valentino)
How Many Ways Can I Buy Real Estate?
Love or Money? How To Win at Both
Forget Fame & Fortune: Here's The True Keys To Happier Living
Our Magic 8 Ball Predicts 2023!
Celebrating 1300 Episodes of Stacking Benjamins
Stop Overcommitting in 2023 (with Dr. Don Davis)
Magic 8 Ball - 2022 Predictions Answered - Rewind
Could You Be A Great Leader? (with David Gergen) - Best Of 2022
Lessons from Cirque du Soleil’s Daniel Lamarre on your Work and Career - Best Of 2022
How To Make Influence Your Superpower (with Zoe Chance) - Best Of 2022
Earn More, Live Better, and Find Good Role Models (with Professor Scott Galloway) - Best Of 2022
Our Contributors’ Biggest Lessons From 2022
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Innovation in Compliance with Tom Fox
Kate’s Take
The Shameless Mom Academy: Motherhood, Motivation, and Mindset Tips for Busy Moms
HORSES IN THE MORNING
Wise Traditions