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
Use Mindset Magic To Transform Struggles Into Triumphs (SB1400)
Getting Zen With Your Money SB1399
Top 5 Money Lessons From Movie Characters (SB1398)
Bridging the Gap Between Academic Research and Industry Expertise Where Do You Get Your Advice? (SB 1397)
Teaching Better Money Lessons - Our Back to School/Back to Work episode! (SB1396)
The Power of Confidence When Investing (SB1395)
Invest Better: How To Slash Taxes in Your Portfolio (SB1394)
Inflation and the Price of a Sandwich - Len Penzo's Annual Study (SB1393)
Building a Better Life with Lessons from The Past (SB1392)
Fortune Favors the Prepared - Managing a Windfall (SB1391)
Spotting a Subpar Advisor: Our Top 5 Clues (SB1390)
How to Re-Start Your Student Loan Repayment Plan (SB1389)
401(k) Hacks for Optimal Retirement Savings
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
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
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