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
Innovations in Credit Union Land
From Letterman's Early Boss to Radio Rebel (lessons from FM Radio Mastermind Jeff Smulyan)
Money Lessons for a Strong Financial Foundation
Earning a Cool Million, Saving Tons with a FREE Resource, and Rocking a Podcast (our Stackers Share Success Stories)
The Credit Gamechanger: Expert Insights for a Better Score
Boost Your Efficiency With These Hacks For Maximum Productivity
Financial Self-Defense: Techniques for Outsmarting Scammers
From Stuck to Unstoppable: How to Get Up, Get Started, and Get Moving
Is It Taxable? (and an intro to Clarity Money) Greatest Hits Rewind
When Retirement Seems Impossible (with Dr. Steve Wendel from Morningstar) Greatest Hits Rewind
Money Saving Hacks (with David Pogue) - Greatest Hits (Rewind)
Real Estate Kickstart: Exploring Investment Strategies
Your World on Money - Behind the Scenes of the new Million Stories Series with host Andini Mankosinski
Three Tales of Financial Triumph (with Jonathan Clements)
Mastering Rollovers: Strategies for a Smooth Transition of Retirement Funds
From Orphan to Fintech Award Winner: How to Find Mentors, Build a Future, and Help Others Grow
Zen and the Art of Better Money Decisions
Uncovering Money Wisdom from Dads
Money Magnet Manifesto: Our Top 5 Money Mindset Tweaks to Build Wealth
Panning for Profits: Uncovering Wealth Lessons from the Old West
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