Advisors Rob McClelland and Mike Connon take a behind-the-scenes look at active mutual funds. Why is it that mutual funds continue to underperform their benchmarks? You may be surprised to know that many funds do not survive; many close or consolidate. You may have put your money into one fund only to find out that it has completely changed its parameters without you even realizing it. Of those funds that do survive, only 23% beat the market 10 years out, and on the fixed income side, only 31% 10 years out beat the market, and the numbers only go down from there. Join us today as we take a deep dive into the active mutual fund industry and review the recent study “The Mutual Fund Landscape".
Episode 106: Inflation: You Just Can't Shake It
Episode 105: The Housing Boom: Will it Ever End?
Episode 104: ESG Investing: What is it and Should You Make it Part of Your Portfolio?
Episode 103: Our 100th Podcast - It's Been A Heck of A Ride
Episode 102: The Coming Recovery
Episode 101: Volatility in the Market
Episode 100: The Death of a Client
Episode 99: Forecasting? Isn't it Obvious?
Episode 98: Strategies to Employ in the Last 5 Years Before Retirement
Episode 97: Bitcoin - What's All The Hype?
Episode 96: What's the Difference Between ETFs and Mutual Funds Anyway?
Episode 95: How I Made My First Million
Episode 94: Signals of Financial Change
Episode 93: Things You Can Do To Help Your Family During Covid-19
Episode 92: What To-Dos Should You Be Checking Off Your List During Lockdown
Episode 91: Owners vs Loaners: Equities and Fixed Income - How Does Your Portfolio Measure Up?
Episode 90: What Continuing Trends Can We Expect To See in 2021?
Episode 89: Robo - Advisors: Are They Really The Future of Investing?
Episode 88: Dangers in the Market
Episode 87: Financial Evil #4: Solutions For Avoiding Financial Indecency
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