Podcasts about mutual funds

Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started working for WCI. In just five years he and his wife have paid off their mortgage, reached a $500,000 net worth, bought a car with cash and so much more. He shows us that even on a moderate income you can crush your financial goals. After the interview we will be talking about mutual funds for Finance 101. This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://whitecoatinvestor.com/protuity today, by email info@protuity.com or by calling (973) 771-9100. The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Have you achieved a Milestone? You can be on the Milestones to Millionaire Podcast too! Apply here: https://whitecoatinvestor.com/milestones  Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com  Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  Student Loan Advice for all your student loan needs: https://studentloanadvice.com  Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor  Join the community on Twitter: https://twitter.com/WCInvestor  Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor  Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor  Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com  Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter 

This week, we discuss changes to our asset class rankings, gold, weakness from the US Dollar, defense stocks breaking out, and technical updates to large cap growth.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you trying to scale your real estate investments while navigating the complexities of day trading profits, corporate structures, and tax strategy?If you're building wealth through real estate and trading but feeling unsure about how to structure your finances for growth, this episode cuts through the noise. From managing income inside a Canadian corporation to optimizing your tax position and knowing when to use personal vs. business funds—this is a deep dive into smart, scalable investing.Here's what you'll walk away with:A clear understanding of how to structure active trading income for maximum reinvestment and minimum tax drag.Strategic guidance on when to keep properties in your personal name versus transferring to a Canadian corporation.Insights on using holding companies, shareholder loans, and even RRSPs to fund future real estate acquisitions—all while staying liquid and protected.Press play now to learn how to build a high-performance wealth strategy that supports both day trading and long-term real estate growth.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Navigating the world of day trading and real estate is only the beginning for entrepreneurs looking to master wealth generation in Canada. True financial growth demands deep financial literacy and smart investment strategies that go beyond basic mutual funds and ETFs. From optimizing RRSP room and leveraging capital gains to understanding the nuances of salary vs dividends in Canada, it's essential to align your corporate structure with your long-term goals. Whether you're exploring alternative investments, managing property investments, or using the Smith Maneuver to maximize your mortgage, having a sound pReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

This week, we discuss recent chart updates for Ten Year Treasuries, Mega Cap US Stocks, Emerging Markets, Silver vs. Gold, and Crude Oil.

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty discusses the complexities of retirement spending, emphasizing that spending patterns change significantly throughout retirement. He highlights the importance of budgeting for the 'go-go years' when retirees often spend more on travel and leisure, the 'slow-go years' where spending may decrease, and the 'no-go years' where health care costs become a major concern. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Our CEO & Chief Investment Officer, Peter Arender, and Fortress' Associate Portfolio Manager, Rashada Lopez, join us for the season 7 finale of Do It Fuh Grantley to discuss the state of financial markets and why we're confident to hold steady amidst the noise. The key lesson? Very good returns often come after times of market distress.Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

Confused about what index funds really are? You're not alone. In this episode of the Moneywise Podcast, Mehul Shah, Financial Advisor and Designated Partner at RIQR LLP, helps demystify index funds. With over 20 years of experience, he explains how these funds work, why they're gaining popularity, and who they're suited for. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Follow the Money on Metro FM South Africa. We discuss the pros and cons on a Mutual Fund. Should you save using a collective investment, when to invest and how long?

Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.

The saints are always eager to intercede for us, for they understand the struggles we experience on earth. Jeff encourages us to identify a group of saints who resonate most deeply with our needs and vocations. He shares his own 'posse' of saints, including St. Joseph, St. Augustine, St. Teresa of Calcutta, St. Francis, and St. John Paul II, and explains how each has significantly impacted his life. Snippet from the Show The saints have a fraternal concern for your weakness. Email us with comments or questions at thejeffcavinsshow@ascensionpress.com. Text “jeffcavins” to 33-777 to subscribe and get Jeff's shownotes delivered straight to your email! Or visit https://media.ascensionpress.com/?s=&page=2&category%5B0%5D=Ascension%20Podcasts&category%5B1%5D=The%20Jeff%20Cavins%20Show for full shownotes!

This week, discuss a breakdown from the US Dollar, rally highs for Poland, breadth in small caps, and near highs for the Nasdaq-100

Kelley discusses essential strategies for retirement planning amidst market volatility. She emphasizes the importance of creating solid income streams, preparing for long-term care costs, and utilizing Roth conversions to optimize tax benefits. The conversation also covers innovative funding solutions for long-term care and the significance of a balanced investment strategy. Listeners are provided with a comprehensive checklist to ensure they are financially ready for retirement, highlighting the need for personalized planning and diversification. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty discusses the various financial surprises that retirees may encounter, including fluctuating expenses, the impact of healthcare costs, and the importance of proactive planning. He emphasizes the need for a comprehensive understanding of retirement expenses, including hidden costs and the role of inflation. The discussion also covers lifestyle changes in retirement, spousal strategies for aligning goals, and the complexities of Social Security and healthcare planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Inspired by her little sister, 15 year old Barbadian student Rayna Howell turned a $20 investment into a visionary hair care brand.The finalist in the 2025 Barbados Entrepreneurship Foundation's $20 Challenge shares her captivating story and reminds us all that it's never too early to develop financial literacy. Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

ETFs are outpacing mutual funds despite market volatility Learn more about your ad choices. Visit megaphone.fm/adchoices

Join G Mark Hardy at THOTCON in Chicago for an insightful podcast episode on building a successful cybersecurity career. Featuring guest Ryan Gooler, they discuss the non-linear paths to success, the value of mentorship, financial planning, and the importance of continuous learning and adapting. Learn how to navigate career transitions, embrace risks, and find joy in teaching and learning from others in the cybersecurity community. Transcripts: https://docs.google.com/document/d/1nsd61mkIWbmIL1qube0-cdqINsDujAVH    Chapters 00:00 Welcome to THOTCON: Meeting Amazing People 00:26 Introducing Ryan Gooler: A Journey into Cybersecurity 04:09 The Value of Mentorship in Cybersecurity 06:22 Career Management and Setting Goals 09:33 Financial Planning for Cybersecurity Professionals 16:40 Automating Finances and Smart Spending 21:25 Financial Sophistication and Mutual Funds 22:07 Automating Life Tasks 22:41 The Concept of a Finishing Stamp 24:17 Leadership and Delegation in the Navy 26:06 Building and Maintaining Culture 27:21 Surviving Toxic Environments 29:55 Taking Risks and Finding Joy 34:34 Advice for Cybersecurity Careers 39:01 The Importance of Teaching and Learning 40:29 Conclusion and Farewell

From explosive fraud cases to billion-dollar developments and a looming recession, May's TMIREI episode breaks down everything shaking the investor world, plus dramatic headlines from Missouri, Miami, Los Angeles, and beyond.See full article: https://www.unitedstatesrealestateinvestor.com/this-month-in-real-estate-investing-may-2025-dominance-collapse-fraud-firestorms-powerplays/(00:00) - Accelerated Capital Ad Read(01:29) - TMIREI Intro Begins(01:44) - Crystal Stranger Kicks Off as Guest Host(04:34) - Tapan Trivedi Introduced and Shares Data Insights(08:32) - Dave Seymour Discusses Transition From TV to Private Equity(14:51) - News Item 1: Recession Red Alert Discussion(23:56) - Market Fundamentals and Regional Recession Impact(28:24) - Inflation, Risk, and Long-Term Investing Strategies(34:47) - Mutual Funds, Retirement Planning, and Financial Education(44:20) - News Item 2: Alexander Brothers Face New Charges(46:47) - Dark Side of Wealth and Influence in Real Estate(53:46) - News Item 3: Developer Admits $13M Investment Fraud(58:53) - News Item 4: Missouri Eliminates Capital Gains Tax(01:03:20) - Break: Accelerated Capital Ad(01:04:43) - Insurance Prices and Market Affordability Issues(01:12:29) - Localized Insurance Costs and Microdata Insights(01:15:42) - News Item 5: Deed Fraud Scam Surges Nationwide(01:22:04) - Real Estate Fraud Horror Stories Shared(01:27:06) - News Item 6: LA Freezes Evictions and Rent Collections(01:33:26) - Natural Disasters and Opportunistic Investing(01:34:57) - News Item 7: $18M Oregon Fraud Case(01:37:02) - News Item 8: Worst Places to Live in Florida in 2025(01:41:38) - Break: Universe Media Publishing Ad(01:42:40) - News Item 9: Miami's $1.3B Saudi Mega-Project(01:50:04) - News Item 10: New Law Targets Foreign Land Buyers(01:58:39) - Final Thoughts and Guest Contact Info(02:01:04) - Show Close and Financial Freedom Sign-OffHosted by Crystal Stranger with guests Dave Seymour and Tapan Trivedi⁠Crystal Stranger⁠ — https://www.linkedin.com/in/crystal-stranger-jd-ea-ntpi-fellow-a574547/⁠Dave Seymour — https://www.freedomventure.com/Tapan Trivedi — https://wheretoinvest.io/#USREI #TMIREI #CrystalStranger #DaveSeymour #TapanTrivediSee more great content at https://www.unitedstatesrealestateinvestor.com/Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/5465193527115776

Nvidia earnings this week confirm that AI Data Centers are growing at an extremely fast pace, we review some of the companies that may benefit from supplying power to AI Data Centers.  We also show you how you might invest in Elon Musk's private company, SpaceX, right now.  We finish up with three companies that are focused on faith-based investing and review their Mutual Funds and ETFs.

In this video, we explore the key difference between GDP and GDP Per Capita — two important indicators used to measure a country's economic performance. While GDP reflects the total value of goods and services produced in a country, GDP Per Capita gives a more accurate picture of how wealth is distributed among the population. We also discuss why India's GDP Per Capita remains relatively low despite overall economic growth, examining factors such as population size and income inequality. Additionally, we answer a commonly asked question: Can you withdraw money instantly from a mutual fund? Find out how mutual fund redemptions work and what you need to know before making a quick withdrawal.

Do you have a relationships with the saints? In this two-part series, Jeff fouses on the concept of the 'communion of saints' and compares it to a 'spiritual mutual fund.' He explains the importance of the saints, their role in heaven, and how they intercede for us on Earth. With references to the Catechism and the teachings of St. John Paul II, Jeff delves into why the saints are essential along our faith journey. Snippet from the Show The Communion of Saints is a spiritual union of all the members of the Church. In Christ, we cannot be separated from each other. Email us with comments or questions at thejeffcavinsshow@ascensionpress.com. Text “jeffcavins” to 33-777 to subscribe and get Jeff's shownotes delivered straight to your email! Or visit https://media.ascensionpress.com/?s=&page=2&category%5B0%5D=Ascension%20Podcasts&category%5B1%5D=The%20Jeff%20Cavins%20Show for full shownotes!

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat if fixing your aging parent's high-fee investment portfolio triggered a $200,000 tax bill here in Canada?Many Canadians discover too late that cleaning up a poorly managed investment portfolio—especially one built over decades—can have huge unintended tax consequences. If you're trying to help aging parents with their wealth, or maybe nurse your portfolio back to life, you may be torn between doing what's “right” financially and avoiding costly tax mistakes. This episode unpacks a Canadian listener's real-life situation and the tough lessons it reveals for anyone navigating inherited or family wealth.You'll learn:Why “ripping the band-aid off” isn't always the smartest tax move—and what to consider before doing it.How phased selling and understanding tax brackets here in Canada can dramatically reduce capital gains liabilities.The key questions to ask before switching to low-fee ETFs or other “better” investments to ensure it's actually worth itPress play to learn how to protect more of your family's wealth by making smarter, more tax-efficient investment moves.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Navigating parental investments and planning for your own future requires a deep understanding of smart investment strategies and tax efficiency. Whether you're shifting from high-fee mutual funds to low-cost ETFs, or managing the impact of capital gains, effective financial planning is key to optimizing both short-term returns and long-term security. In the context of wealth management for families and business owners, tools like phased selling, personal financial buckets, and the investment bucket strategy can enhance investmReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

This week, Miles and Joseph discuss improvement from semiconductors, a recent RS reversal for cap weighted stocks vs. equal weighted, and rangebound action from crude oil.

We explore the inspiring and enchanting entrepreneurial journey of Barbadian business owner Tamara Gibson. As the owner of the luxury scent brand, Native Caribbean, Gibson continues to thoughtfully evolve both personally and professionally.From what we've heard, the smell of success couldn't be sweeter.Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

This week, Ian and Jamie discuss the trading ranges from stocks, treasury yields, crude oil, and gold in the current market environment.

Ask any entrepreneur and they'll tell you that growing your business is challenging but ultimately rewarding.One of the major keys to a business' success is diversification; a strategy that allows owners to reduce risk, increase revenue and enhance resilience. Matthew Wilson, Ambassador and Permanent Representative of Barbados to the United Nations, and Chair of the World Trade Organization Working Group on micro, small and medium sized enterprises knows all about the power of diversification and shares his experience leading this global effort.Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

In today's CalmCast, we untangle three big ideas you need to understand right now: why ETFs are outpacing mutual funds, what “core inflation” actually means (and why the Fed cares more about it than you might think), and how distinguishing fixed from variable expenses can give you immediate power over your budget. We'll explain: The sneaky fees and tax quirks hiding in mutual funds What core inflation says about where the economy's really headed Why knowing the difference between a grocery bill and a rent check might just save your financial plan This episode is fast, practical, and built to calm the chaos in your money life.

Mutual Funds are often seen as the McDonalds of the investment world. They are ubiquitous and convenient, and yet, they are seen to lack the prestige of a fine dining experience aka Private Equity et al. In this episode, we take on the big question: Are mutual funds only for the salaried middle class, or is there a bigger story here? Deepak and Shray dive deep into the history and perception of mutual funds, from their once-exclusive status to becoming the go-to vehicle for SIPs and forced savings.  But why don't you hear family offices or the ultra-wealthy proudly boasting about their mutual fund holdings? We explore this through the lens of economic class distinctions (India A, B, and C) and unpack how perceptions of exclusivity and quality affect investment choices. Whether you're planning for retirement, your child's education, or just wondering if your portfolio is too “plain vanilla,” this is a conversation that will make you rethink how you view mutual funds. -- 0:00 – Intro 3:29 – Choosing Exclusivity Over Simplicity 7:34 – Volatility Laundering 20:32 – Liquidity in University Endowment Funds 31:49 – Alternative Investments 38:58 – Mutual Funds vs Other Investments 44:12 – Why not hire a personal fund manager? 48:04 – Advantages and Disadvantages of Mutual Funds 1:12:26 – Use cases for Mutual Funds 1:22:41 – Who are Mutual Funds not for? -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

This week, Miles and David discuss US equities regaining the top position in our asset class rankings, alongside other important indicator changes.

The taxman cometh, but what exactly is he after?Barbadian accounting professional and entrepreneur, David Simpson, assures us all that there's nothing to fear.From fostering economic growth to reducing poverty, we discuss how Barbadians taxpayers are actively shaping a healthier society.Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

Great Stock Picks in 18 New Articles! Features analyst stock picks in sustainable technology, healthcare, fashion, jewelry, manufacturing, and more. By Ron Robins, MBA Transcript & Links, Episode 153, May 16, 2025 Hello, Ron Robins here. Welcome to my podcast episode 153, published May 16, 2025, titled “Great Stock Picks in 18 New Articles!” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit the podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 19 articles for you in this podcast! ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (1) The first article I'm reviewing appeared on insidermonkey.com. It's titled 11 Cheap ESG Stocks to Buy According to Hedge Funds by Rameen Kasana. Ms. Kasana employs fascinating methodology to arrive at her stock selection. Here are some quotes on her process and, importantly, her stock picks. “We have compiled a list of 11 companies ranked by Sustainalytics (by Morningstar) in its recent ESG Top-Rated Companies report. From the report, we identified companies with a forward P/E less than 15, extracted from FINVIZ. From there, we picked companies with the highest number of hedge fund investors, as per Insider Monkey's database of Q4 2024. 11. Flex Ltd. (NASDAQ:FLEX) Number of Hedge funds holding: 52 Flex Ltd. operates as a contract manufacturing company that offers design, manufacturing, and product management solutions to electronic and technology companies. While the Flex Agility Solutions (FAS) segment is centered on communications, consumer devices, and lifestyle, the Flex Reliability Solutions (FRS) segment encompasses markets like Automotive, Health Solutions, and Industrial. 10. Seagate Technology Holdings plc (NASDAQ:STX) Hedge funds holding: 52 Seagate Technology Holdings plc is a leading provider of hard disk drives for data storage for both enterprise and consumer markets. With a presence in Singapore, the United States, the Netherlands, and internationally, the core offerings of the company include mass capacity storage products, legacy applications, and the Lyve edge-to-cloud mass capacity platform. 9. Crown Holdings, Inc. (NYSE:CCK) Hedge funds holding: 53 Crown Holdings is a global packaging powerhouse operating through the Americas Beverage, European Beverage, Asia Pacific, and Transit Packaging segments. Founded in 1892, the company manufactures and markets recyclable aluminum beverage and non-beverage cans, steel crowns, glass bottles, ends, and closures. From food to household and industrial industries, the company serves a wide clientele. 8. Tapestry, Inc. (NYSE:TPR) Hedge funds holding: 57 Tapestry, Inc. is a global house of leading fashion brands, particularly Coach, Kate Spade New York, and Stuart Weitzman. Headquartered in New York, the company offers its products directly and indirectly via wholesale and licensing businesses. The enterprise claims to use its strengths to empower communities and make the fashion industry more sustainable, equitable, inclusive, and diverse. 7. Hewlett Packard Enterprise Company (NYSE:HPE) Hedge funds holding: 66 Hewlett Packard Enterprise Company is a U.S.-based leading information technology company that provides smart solutions and cloud-based services. The core offerings of the company include servers, storage devices, networking products, software, IT support, and customized financial solutions. From retailers and distribution partners to direct sales management, independent software vendors, and equipment manufacturers, the tech giant markets through a range of experts. 6. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Hedge funds holding: 68 Regeneron Pharmaceuticals is a leading biotechnology company serving people living with eye disease, cardiovascular disease, cancer, and inflammation. Headquartered in New York, the company develops and markets life-changing medicines for people with severe illnesses. Driven by its ‘Doing Well by Doing Good' philosophy, Regeneron Pharmaceuticals facilitates a culture that promotes integrity and builds sustainable communities. 5. The Cigna Group (NYSE:CI) Hedge funds holding: 72 The Cigna Group is a global health company providing insurance and related products. With two main segments: Evernorth Health Services and Cigna Healthcare, it has a vast offering including coordinated and point solution health services, and pharma-related care. Based in Connecticut. 4. Elevance Health, Inc. (NYSE:ELV) Hedge funds holding: 73 Elevance Health is a U.S.-based health insurer that operates through four segments, including Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. Incepted in 2001, the company also provides pharmaceutical services, managed care services, health products, and behavioral health management, among others. 3. QUALCOMM Incorporated (NASDAQ:QCOM) Hedge funds holding: 79 QUALCOMM Incorporated headquartered in California, is a digital telecommunications provider, operating through three segments, namely Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). With a market capitalization of $162.449 billion, the company is recognized as the 158th most trusted company in America by Forbes. The core values of the company include empowering people, transforming communities, and protecting the planet. 2. Cisco Systems, Inc. (NASDAQ:CSCO) Hedge funds holding: 84 Cisco Systems is a U.S.-based firm that offers information technology and networking services. Incepted in 1984, the company also offers network security and access management services. Cisco delivers its products and services directly and indirectly through system integrators, service providers, and other distributors. 1. Western Digital Corporation (NYSE:WDC) Hedge funds holding: 85 Western Digital Corporation is a California-based global leader in the hard disk drive market. While providing data storage solutions, the giant is fully dedicated to preserving and protecting the planet. The company's initiatives revolve around reducing, recycling, reusing, and saving for the generations to come.” End quotes. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (2) The second article comes to us from the renowned Morningstar site. It's titled 2 Undervalued Automation Companies for Sustainable Investors. It's by Liz Angeles. Now, some quotes from her article. “The Morningstar Rating compares a stock's current price with Morningstar's estimate of its fair value, which is based on the present value of the company's future cash flow. A 4-star stock is undervalued, and a 5-star stock is significantly undervalued. 1) Sika Group (SKFOF) Established in 1910, Switzerland-based Sika produces specialty chemicals primarily used by the construction sector (85% of sales). Its products are mainly used for bonding, sealing, reinforcing, and protecting in the construction and automotive industries. Approximately 70% of its products have a positive impact on sustainability for customers. Sika has a global manufacturing footprint of more than 400 factories spread across over 100 countries. Price/Quantitative Fair Value: 0.89 Quantitative Morningstar Rating: ★★★★★ ESG Risk Rating Assessment: Medium Sector: Basic Materials 2) Zebra Technologies (ZBRA) Zebra Technologies is a leading provider of automatic identification and data capture technology to enterprises. Its solutions include barcode printers and scanners, mobile computers, and workflow optimization software. The firm primarily serves the retail, transportation logistics, manufacturing, and healthcare markets, designing custom solutions to improve efficiency for its customers. Analyst: William Kerwin, CFA Price/Fair Value: 0.75 Morningstar Rating: ★★★★ ESG Risk Rating Assessment: Negligible Sector: Technology” End quotes. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (3) This third article has a perspective that many investors concur with and posits it regarding Netflix. The title of the article is Possible Stock Split? This Stock Has Surged 284% Since 2023 -- Here's Why You Shouldn't Wait to Buy It. It's by Adam Levy of The Motley Fool and found on finance.yahoo.com. Here are a few brief quotes from Mr. Levy's article. “But enacting a stock split can be a very strong signal from management to investors. Management will usually initiate a stock split after a run-up in the price of the stock. When it announces a split, it's suggesting the current run-up in price is justified and that it expects the price to continue climbing. On the other hand, the confidence boost provided by a stock split will only go as far as the company's next earnings report or news item. If the fundamentals of the business are no good, or the stock has gotten ahead of itself, it doesn't make sense to buy it just because of a stock-split announcement. One stock I've had my eye on looks poised for a stock split this year. It's up 284% since the start of 2023, and investors have an opportunity to get in now, whether management announces a split in the near future or not. [That stock is] Netflix (Nasdaq: NFLX).” End quotes. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (4) The fourth article I'm posting appeared recently on one of the finest sites I know. That is corporateknights.com. The article's title is Pandora's big bet on sustainability pays off. It's by Naomi Buck. Here are a few quotes from that article. “Pandora (PNDORA.CO) According to those who study consumer habits, millennials and Gen Zs are looking for two things when they go shopping: sustainability and individuality. One jewellery company is capturing hearts and wallets by offering both. Pandora, launched as a family-run jewellery shop in Copenhagen in 1982, has grown to become the world's largest jewellery maker, by pieces sold. And unlike much of its industry in recent years, Pandora's star is rising. As competitors like Tiffany and Signet see diminishing returns, Pandora ended 2024 with 31.7 billion krone (US$4.5 billion) in annual revenue, representing 13% organic growth… In 2019, following several years of declining sales, Pandora embarked on a new strategy: to expand its product line beyond the luxury charm bracelets for which it had become famous and go all in on sustainability. It established three new priorities: to decarbonize, push circularity and promote a more diverse corporate culture. While sustainability may be front of mind for younger buyers, [Pandora CEO Alexander] Lacik admits that the average jewellery shopper is looking primarily at design and price. But even if customers weren't clamouring for it, Pandora's sustainability push has proven a sound business decision; according to its 2024 annual report, the company has grown by 45% since 2019. No doubt, others in the industry are watching with interest.” End quotes. Also, see this New York Times article on Pandora How the World's Largest Jeweler Is Surviving the Trade War. It's by Eshe Nelson. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (5) This fifth article was also posted on corporateknights.com with the same author as the previous article, Naomi Buck. Its title is Italy's ERG proves you can trade oil for renewables and win. Again, here are a few quotes from the article. “ERG (ERG.MI) In 2008, the Italian oil company ERG faced a crossroads. Having sold its 49% stake in a Sicilian refinery to Russian oil giant Lukoil just before the markets crashed, it had cash to burn. And it had a fundamental choice to make… By 2013, ERG had become Italy's leading producer of wind energy. It now has installed capacity in the United Kingdom, Germany, France, Poland, Romania, Bulgaria and Sweden, making it one of the continent's top 10 wind companies. It also owns major solar installations in Italy, Spain, France and the United States.  ERG's wholesale transition from black to green took little over a decade, and with it the company redefined itself: no longer responding to Italy's demand for oil, it sees itself – in its own words – ‘inspiring change to power the future.'” End quotes. ------------------------------------------------------------- More articles of interest for ethical and sustainable investors from around the world 1. Title: Top 3 Mutual Funds to Invest in India (2025) on shariahsecurities.com. By Shariah Securities. 2. Title: Top Halal Mutual Funds For 2025 on tradersunion.com. By Alamin Morshed. 3. Title: Investing in Green Bonds: Your Complete Guide on fool.com. By Benjamin Locke. 4. Title: Making sense of a rough quarter for ESG funds on ft.com. By Simon Mundy. 5. Title: 11 Most Carbon-Friendly AI Companies Leading the Sustainable Technology Revolution on theimpactinvestor.com. By Kyle Kroeger. 6. Title: Simon Property Group a Top Socially Responsible Dividend Stock With 5.3% Yield (SPG) on nasdaq.com. By BNK Invest. 7. Title: How some companies are rapidly adapting to the energy transition on corporateknights.com. By Naomi Buck. 8. Title: 3 Large-Cap Stocks with Solid Fundamentals on finance.yahoo.com. By Kayode Omotosho. 9. Title: Understanding ESG scores and their impact on investment choices on equities.com. By Shane Neagle. 10. Title: ADP Named A Top Socially Responsible Dividend Stock on theonlineinvestor.com. By Online Investor Staff. 11. Title: The Best AI ETFs to Buy in 2025 on moneymagpie.com. By Ruby Layram. 12. Title: 13 Best AI Stocks to Buy Under $10 on insidermonkey.com. By Abdul Rahman. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Great Stock Picks in 18 New Articles!” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on May 30th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

“Know well the condition of your flocks, and give attention to your herds, for riches do not last forever…” - Proverbs 27:23-24These days, our “flocks and herds” often look like stocks and mutual funds, not sheep and cattle. But the call to wise stewardship remains. One way we do that is through proxy voting. Jerry Bowyer joins us to explain how and why it matters.  Jerry Bowyer is the President of Bowyer Research and our Resident Economist here at Faith & Finance. He is the author of The Maker Versus the Takers: What Jesus Really Said About Social Justice and Economics.What Is Proxy Voting?Proxy voting is similar to civic voting. As a citizen, you vote in elections, attend town halls, and even influence legislation. As a shareholder in a company, if you own the stock directly, you have similar rights: to vote on proposals, ask questions, and even submit resolutions.But if you're invested through mutual funds or ETFs, you hand that vote over to someone else—often a fund manager or institution. And unless you know how they're voting, your values may not be represented at all.Many Christian ministries, nonprofits, and even pro-life organizations are unknowingly voting against their own missions. Why? Because they either don't engage in proxy voting or delegate it without vetting the recipient's values.How Can Investors Reclaim Their Voice?Proxy statements are often long, complex, and written in confusing legal language. For that reason, many advisors default to saying, “Just let the client decide,” rather than helping them engage meaningfully.Of course, that's not a good sign because if it's too complex for the advisor, it's definitely too complex for the client. Instead, we encourage advisors and Christian investors to partner with specialists, like Bowyer Research, who can help decode the process and ensure votes reflect biblical values.They offer audits to show investors how they've been voting—often to their shock. They've never done one where people weren't stunned by what they saw.Mutual Funds, ETFs, and the Challenge of Indirect OwnershipIf you're invested through mutual funds or ETFs, you're likely not voting directly. However, that doesn't mean you're powerless. Here are some things to keep in mind:You can request data on how your funds are voting. Bowyer Research tracks that. You can explore “direct indexing” solutions—an increasingly available strategy that allows you to own shares directly and reclaim your voting rights. You can ask your advisor questions. “How am I voting?” is a simple but powerful question. If your advisor can't answer it, that's a red flag.What You Can Do TodayAsk your advisor how your shares are being voted. If they don't know, press in.Get an audit of your proxy voting records through BowyerResearch.com.Talk to companies, not just about them. Change happens through engagement, not complaint.If you're an investor, advisor, or leader at a Christian ministry or nonprofit, don't let your investments work against your mission. Visit BowyerResearch.com to learn how to align your proxy voting with your values.On Today's Program, Rob Answers Listener Questions:I'm 27 and own 20 acres of land. Should I use the land as collateral for a house loan, or use my saved money to get a bigger loan and increase my land's equity?I opened a Roth IRA with National Life Group in 2013. It's past the surrender fee date, but it's not earning me much. I'll be 66 in July, and I'm single with no one to depend on. I also have another annuity with F and G that I'm not happy with. What should I do with these investments?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Bowyer ResearchWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

In this May 2025 episode of Faith Driven Investor, hosts Richard Cunningham and John Coleman welcome Deirdre Gibson, ETF Specialist and National Sales Director at Praxis Investment Management, for a wide-ranging discussion on faith-driven investing and current market conditions.Episode Highlights:Understanding ETFs vs. Mutual Funds (2:31-4:42)Gibson explains the structural differences between ETFs and mutual fundsKey advantages of ETFs: tax benefits, liquidity, transparency, and lower minimum investmentsHow ETF structure makes diversified investing more accessible to everyday peopleJesus as a Model for Engagement (7:39-12:03)Gibson shares insights from her Kingdom Advisors conference presentationExamines how Jesus engaged with sinners rather than avoiding themApplies this model to faith-driven investing: avoid, seek, engage frameworkMakes the case for strategic engagement with companies rather than only screening them outThe "Sullivan Principles" and Christian Influence (12:03-15:19)Coleman discusses how the Episcopal Church's 1971 engagement with GM over apartheid led to industry-wide changeHow Christians can use capital ownership to influence corporate behaviorThe missed opportunity when Christians only avoid rather than engageResearch on Faith-Aligned Investing (20:50-24:24)Praxis research reveals significant gap between investor desires and advisor actions70-85% of investors want values-aligned options while only 9% of advisors initiate these conversationsEvidence that clients are making investments outside advisor relationships when values-alignment isn't offeredTariffs and Market Analysis (29:01-41:42)Comprehensive breakdown of the Trump administration's tariff strategy and goalsAnalysis of four key administration objectives: reducing trade deficits, leveling playing fields, securing critical supply chains, and changing allies' position toward ChinaColeman's five-point framework for achieving a "soft landing" through modest and reciprocal tariffsMarket Outlook and Behavioral Finance (42:11-47:05)Disconnect between resilient economic data and fearful consumer/investor sentimentThe phenomenon of "home bias" in investment portfoliosThe importance of maintaining business confidence to avoid recession despite uncertaintyClosing Thoughts on Human Dignity in Economics (48:33-53:19)Discussion of valuing human contributions beyond productive capacityFaith perspective on economic disruption from AI and technology advancementBiblical frameworks for approaching economic uncertainty with confidence

This week, Miles and Trevor discuss emerging markets breaking out, growth improvement vs. value, and the small-cap rally.

Planning for the future should include what comes next for your loved ones even after you're gone.Thankfully, where there's a will, there's a way.Barbadian attorney, Annette Linton, joins us for our Season 7 premiere - an informative and instructional conversation on the importance of Will & Estate Planning. Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

Rub-a-dub-dub,Seven guests on a pod,And who do you think they be?The butcher, the baker, the candlestick maker?,Guess you'll have to tune in and see!The new season of Do It Fuh Grantley begins May 8th on a podcast player near you!Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

This week, Ian and Miles discuss the indecisiveness of markets, highlighting some major indicators and charts.

Sterling Stock Picker founder Jaden Sterling shares how everyday investors can grow their wealth without relying on outdated strategies like mutual funds or index funds. In this episode, you'll learn how his AI-powered platform helps people pick value stocks, align investments with personal finance values, and outperform the market by over 50%.If you're searching for the best stock picking strategy, wondering whether mutual funds vs individual stocks is better, or want to build your own stock portfolio, this interview offers real answers. Jaden breaks down how to invest based on core values, use AI tools like Finley, and avoid Wall Street traps that often keep investors stuck. Whether you're a beginner investor, someone burned by the system, or a growth-minded wealth builder, this is the insight you've been looking for.

Exchange-traded funds, or ETFs, are rapidly growing in popularity, and for good reason. ETFs offer investors an easy, cost-efficient way to diversify their portfolios. But what are they, and what advantages do they offer over other investments? Deirdre Gibson joins us today to talk about ETFs and why you should consider putting some in your portfolio.Deirdre Gibson is a Senior National Sales Consultant and ETF Specialist for Praxis Investment Management, an underwriter of Faith & Finance. What Is an ETF—and How Does It Differ from a Mutual Fund?Think of an ETF as a basket of investments—stocks, bonds, or even commodities—that trades on an exchange like a stock. Unlike mutual funds, which process trades at the end of the day, ETFs allow you to buy and sell shares throughout the day. This provides investors with more flexibility, especially during volatile market conditions.ETFs are also more tax-efficient than mutual funds. Mutual fund transactions often trigger taxable events for all shareholders, whereas ETFs, due to their structure, generally limit capital gains taxes.Like mutual funds, ETFs offer built-in diversification by holding a variety of assets. This helps reduce risk—if one stock in the fund dips, others can offset the loss. It's also advised to avoid trading ETFs during the first and last 10 minutes of the market day, when prices are more volatile and spreads are wider.While some ETFs are straightforward, others are complex. For example, oil futures ETFs don't always track the price of oil as expected, making them riskier for everyday investors. Thankfully, ETF issuers are required to disclose all holdings and strategies on their websites, empowering investors to make informed decisions.Faith-Based Investing with PraxisHistorically, faith-based investing has centered around mutual funds. But that's changing. Praxis recently launched two ETFs designed with Christian values at their core:PRXG: Praxis Impact Large Cap Growth ETFPRXV: Praxis Impact Large Cap Value ETFThese funds reflect biblical principles by screening out companies involved in harmful practices and engaging with others to encourage positive change. One powerful example? Praxis helped Hershey and other chocolate companies address child slavery in their supply chains—an impact made possible through years of collaborative engagement.For 2025, Praxis is focusing on technological transformation, particularly in the areas of artificial intelligence and quantum computing. It's vital to have Christians at the table asking not just what is possible, but what kind of future we want to create.If you're interested in faith-based investing and work with a financial advisor, we encourage you to start a conversation with them. Your advisor wants to help you achieve your goals, and your values are an integral part of that. More advisors today are equipped to offer faith-based investments that don't compromise on financial performance.Learn MoreYou can explore Praxis's biblically responsible investment solutions, including their new ETFs, by visiting praxisinvests.com.Faithful investing is more accessible than ever. With tools like ETFs and firms like Praxis leading the way, it's possible to steward God's resources with wisdom, impact, and integrity.On Today's Program, Rob Answers Listener Questions:Should I prioritize charity donations and extra mortgage payments or build up my emergency savings first?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazinePraxis Investment ManagementWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes a closer look at two often misunderstood investing vehicles: mutual funds and exchange traded funds (ETFs). Building on last week's discussion about stocks and bonds, Darryl breaks down the key differences between these two types of funds, how they operate, and what investors need to know when deciding between them. Through real-world examples, historical context, and practical insight, Darryl explains why the evolution from mutual funds to ETFs has reshaped modern investing - and why understanding the nuances between them could be critical for your financial future. Key highlights of the episode include: • The origin of mutual funds, their human-driven decision-making, and the potential risks of overconcentration. • Why exchange traded funds (ETFs) offer lower costs, greater accessibility, and often outperform traditional mutual funds. • The behavioral traps of ETFs - including the temptation to panic-sell - and why discipline is key. • The truth about 401(k)s, IRAs, and how they simply serve as “wrappers” for your actual investments. • When actively managed mutual funds may still outperform passive index funds - and where an advisor can add real value. Whether you're debating between mutual funds and ETFs or simply want a better grasp of where your money is invested, this episode provides a thoughtful, accessible guide to making smarter investment choices - with an eye always on the bigger picture. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

Here are the five questions we'll cover in this week's edition of Five Question Friday:1. Is now a good time to do a Roth conversion? (John)2. Mutual Funds vs ETFs (Shane)3. Should we invest more in international stocks? (Phil)4. Is Gold a hedge against inflation? (Cathy)5. Has 2025 wrecked our retirement plans? (Doug)ResourcesBoldin: https://go.robberger.com/boldin/yt-fqfProjectionLab: https://go.robberger.com/projectionla...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

This week, Miles and Joseph discuss the recent bounce in equities and offer perspective on heightened volatility levels.

The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com

Today we hear from a Veterinarian who is back to broke only 10 months out of training. This vet lives in the midwest and really shows what geo arbitrage can do. He has a fantastic income and a very low cost of living and those two things make a huge impact on finances. He has paid off almost all of his student loans and has saved for a down payment at the same time. His frugality, smart decisions, and hard work has made all of this possible. Using those skills will ensure that he will be financially independent in no time. After the interview we will talk about mutual funds for finance 101. Full disclosure, this is a sponsored promotion for Locumstory.com. But the weird thing here is there's nothing they're trying to sell you. Locumstory.com is simply a free, unbiased educational resource about locum tenens – it's not an agency. They simply exist to answer your questions about the how-to's of locums on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Learn about locums and get insights from real-life physicians, PAs and NPs at https://Locumstory.com. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

ETFs have taken over the world, or at least that's what you'd believe if you spent any time reading financial media in the US. Passive investing! Low costs! No fund manager egos! And of course, that looming prediction: “ETFs will destroy price discovery!” But in India? Crickets. While ETFs have become mainstream in the US, with trillions of dollars flowing into passive investing strategies, India's ETF story is still unfolding. Why haven't ETFs exploded in India despite our obsession with stocks? And more importantly, should you be investing in ETFs or mutual funds? In this episode, Deepak and Shray get into the weeds on all things Exchange Traded Funds — what they are, how they work, where they don't work, and why, despite sounding like the next great revolution in investing, they haven't quite clicked here yet. 00:00:00 - Introduction 00:02:01 - How big are ETFs? 00:07:30 - Why are ETFs so successful in the US 00:09:42 - How do ETFs work? 00:13:52 - Isn't it better to move into ETFs then? 00:16:01 - Who are you buying the ETF from? 00:20:08 - Are there any advantages in ETFs over MFs in India? 00:25:10 - What role do Market Makers play in ETFs? 00:30:12 - When and why do ETF prices trade above their NAV? 00:39:14 - Role of liquidity in ETF prices 00:42:06 - Why don't people do SIPs into ETFs and Stocks? 00:48:44 - How are ETFs useful for investors? 00:53:17 - What about Commodity ETFs? 00:55:47 - What about Liquid ETFs? 00:59:52 - How do regulations like stock-lending and free-float impact ETF returns? 01:04:53 - What are Deepak's thoughts about Active ETFs? 01:07:06 - Will ETFs gain market share from Mutual Funds?

Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts.Links in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Dimensional Fund Advisors (DFA) and Vanguard have intersecting histories rooted in the development of the first-ever index fund. Vanguard's market-cap weighted index funds have been nothing short of revolutionary and they became synonymous with sensible investing for many good reasons, but Dimensional took implementing the ideas from academic finance a few steps further, leading to their own deserved acclaim. In today's episode, Ben and Dan analyze over 30 years of history between DFA and Vanguard, from their founding and relationship to their rise as global leaders in asset management. We discover how their approaches to foundational finance theory differ, whether diversification is mostly semantics, and how DFA and Vanguard compare to one another over 25 years of matched US-domiciled mutual funds. We also discuss which approach is easier to implement, essential insights for fund advisors, DFA's downsides despite its long-term outperformance of the Vanguard 500, and an uplifting cancer update from Ben in today's After Show. For practical investment takeaways, tune in today!   Key Points From This Episode:   (0:01:14) Unpacking DFA and Vanguard's history and relationship. (0:03:10) Mac McQuown and the birth of index funds at Wells Fargo in 1964.  (0:07:48) How DFA and Vanguard became global leaders in asset management. (0:10:43) Understanding DFA and Vanguard's approach to foundational finance theory. (0:19:34) The semantics of diversification.  (0:22:22) Comparing 25 years of matched Dimensional and Vanguard US mutual funds. (0:33:36) Which fund advisor's approach is easier for others to implement and why.   (0:39:30) How DFA has outperformed Vanguard in the long run (with downsides to consider).  (0:43:09) Recapping today's conversation: what every fund advisor needs to know. (0:46:41) The After Show: Ben's cancer update, Dan as co-host, and listener reviews.   Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582 Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/  Canadian Couch Potato — https://canadiancouchpotato.com/  Dimensional — https://www.dimensional.com/  Vanguard — https://investor.vanguard.com/   ‘Remembering John “Mac” McQuown, Whose Curiosity Drove a Life of Innovation' — https://www.dimensional.com/dk-en/insights/remembering-john-mac-mcquown-whose-curiosity-drove-a-life-of-innovation   ‘Episode 182: John “Mac” McQuown: The Data Will Sort That Out' — https://rationalreminder.ca/podcast/182  Wells Fargo — https://www.wellsfargo.com/  ‘Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple' — https://rationalreminder.ca/podcast/131  William F. Sharpe | Stanford University — http://web.stanford.edu/~wfsharpe/bio/bio.htm  ‘Episode 316 - Andrew Chen: "Is everything I was taught about cross-sectional asset pricing wrong?!"' — https://rationalreminder.ca/podcast/316   Marco Salmon on LinkedIn — https://www.linkedin.com/in/marco-a-salmon-a63512284     Books From Today's Episode:  The Incredible Shrinking Alpha — https://www.amazon.com/dp/0857198246    Papers From Today's Episode:  ‘The relationship between return and market value of common stocks' — https://doi.org/10.1016/0304-405X(81)90018-0   ‘Market Efficiency' — https://www.jstor.org/stable/246460  ‘The Cross-Section of Expected Stock Returns' — https://doi.org/10.2307/2329112  ‘A Five-Factor Asset Pricing Model' — https://dx.doi.org/10.2139/ssrn.2287202  ‘The Performance of Mutual Funds in the Period 1945-1964' — https://dx.doi.org/10.2139/ssrn.244153   ‘The Death of Diversification Has Been Greatly Exaggerated' — https://ssrn.com/abstract=2998754 

Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Morningstar Investment Services. In this episode, we discuss major new trends affecting the mutual fund and exchange-traded fund (ETF) industries, with a special focus on the exponential growth of actively managed ETFs.   Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities nationwide. Many local Chapters in the US and even a few foreign chapters meet regularly, and New Chapters are added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.