Podcasts about passive management

This week on the show, I'm joined in person by investment veteran Michael Sheldon, who brings over 26 years of experience in the financial services industry. We dig into essential strategies for investing as you approach and enter retirement, covering asset allocation, diversification, income planning, and how to handle inevitable market volatility.  Whether you're a pre-retiree, a recent retiree, or just looking to strengthen your investment approach, Michael offers some great actionable insights designed to help you build a resilient portfolio and stay on track toward your long-term financial goals.  You will want to hear this episode if you are interested in... [04:52]  Portfolio risk should change as you age, becoming more conservative in retirement. [09:34] Why US large-cap stocks have outperformed recently. [14:13] Pros and cons of target date funds, including fees, asset allocation, and international exposure. [16:07] Michael warns against chasing high-yield dividend stocks. [18:51] Private equity/real estate and understanding the liquidity and risks. [31:15] Building income streams, reducing volatility, and portfolio standard deviation as you near retirement. [43:18] Why maintaining discipline through corrections is key to investment success. Strategies to Weather Market Ups and Downs Any successful investment journey begins with a clear financial plan. Michael emphasizes the importance of understanding your spending needs in retirement. This process often starts with creating a detailed budget. A thorough assessment of current and expected future expenses helps determine the appropriate rate of return necessary to achieve your retirement goals. Once you have a handle on your budget, you can set a target allocation that aligns your risk tolerance with your required investment returns. Your personal plan should factor in not only your goals and time horizon, but also your comfort level with market volatility. Balancing Risk and Opportunity As you move closer to retirement, adjusting your asset allocation becomes increasingly important. Younger investors can often afford to be more aggressive, allocating a larger portion (often 70% - 100%) to equities, since they have time to recover from market downturns. However, those approaching or in retirement generally benefit from more conservative portfolios, emphasizing capital preservation. A common rule of thumb discussed was to maintain 3 - 5 years of living expenses in cash or short-term bonds. This buffer allows retirees to weather market downturns without selling equities at a loss. Still, every investor is different. Some retirees, especially those with higher risk tolerance or substantial resources, may maintain large allocations to equities. The key is to structure your portfolio to ensure you can meet your expenses even during extended market declines. Don't Chase Home Runs The conversation stressed the dangers of seeking the next “big winner” stock. Instead, the focus should be on diversification, owning a broad mix of asset classes and geographies. While the past decade has seen U.S. large-cap growth stocks outperform other areas, this may not always be the case. International markets, small-cap stocks, and value stocks each tend to outperform at different points in the economic cycle. Proper diversification can help reduce risk and smooth out returns, preventing the common mistake of buying high and selling low. It's wise to avoid concentrating your portfolio too heavily in a single sector, country, or investment style. Beyond Chasing High Dividends One of the big myths in retirement investing is the need to load up on high-dividend-paying stocks for income. Michael cautioned against focusing solely on high yields, as these companies might carry more risk or have unsustainable business models. Instead, look for companies with a solid history of gradually increasing their dividends, which indicates healthy cash flows and business stability. Active vs. Passive Management and Cost Considerations The debate between active and passive management continues. For broad U.S. markets, low-cost index funds and ETFs have outperformed most active managers over time, thanks to lower costs and automatic portfolio updates.  Increasingly, investors are turning to ETFs for their tax efficiency, tradability, and lower fees compared to traditional mutual funds. As with any investment, understanding fees and their impact on long-term returns is vital. The Power of Discipline Finally, Michael shares a valuable perspective on market volatility. Historically, the S&P 500 has experienced average intra-year declines of over 14%, yet finished positive in 76% of years since 1980. Volatility is normal, and patient investors are rewarded for staying invested. Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Vanguard  Barron's TheStreet.com Blackstone and Starwood iShares Invesco Morningstar JP Morgan's Guide to the Markets Innovator Funds  Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

If you've ever felt uncertain about what your investment strategy should look like, especially in today's rapidly changing economic landscape, you are absolutely not alone. One of the most common questions Brie hears from clients is: “Should I just invest in index funds and ride it out?” or “Should someone be adjusting my portfolio as the market shifts?” Today's episode is going to help you answer that question.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

In this Episode, James Parkyn & François Doyon La Rochelle discuss the current volatility in the stock markets and then revisit the state of ETFs Landscape in Canada, as well as the debate between active and passive funds.   

In this episode of 'The Business Brew,' host Bill Brewster is joined by Larry Holzenthaler, a portfolio manager at First Eagle Alternative Credit (FEAC). The discussion focuses on the complexities and nuances of private credit. Recorded on February 3rd, the episode delves into the differences between traditional equity value investing and private credit, as well as the strategic transitions First Eagle has made in response to market changes. Larry explains First Eagle's cautious approach to investment, emphasizing measured risk, recurring revenue, and sponsor-backed deals. He discusses the evolution and growth of private credit markets, challenges and opportunities, and the impact of banking regulations on credit availability. The conversation includes detailed insights into various investment structures like interval funds and BDCs, and the importance of reading fine print in credit agreements. Throughout, Larry offers a compelling argument for the attractiveness of private credit as an investment, particularly in current economic conditions.  00:00 Welcome to the Business Brew 00:54 Introducing Larry Hosenthaler and First Eagle 02:13 The Evolution of Private Credit 08:34 The Impact of COVID on Private Credit 12:22 Private Equity and Risk Management 18:41 The Role of Banks in Private Credit 31:37 Fee Structures and Market Dynamics 36:40 Understanding Interval Funds 37:11 The Redemption Process Explained 39:55 Comparing Interval Funds and BDCs 43:17 Risk Management in Private Credit 44:38 The Role of Recurring Revenue 45:24 Leverage and Deal Flow 56:59 Active vs Passive Management in Credit Markets 01:03:27 Why Invest in Private Credit Now? 01:08:46 Conclusion and Final Thoughts 

Send us a textIn this episode, we're diving deep into some hot topics, including laundromats as a source of passive income. Jason and I get into the nitty-gritty of philosophy when it comes to laundromat ownership. Whether you're a seasoned laundromat proprietor or just exploring the industry, this conversation will spark new notions about business and beyond.Plus, we're introducing an exciting giveaway, courtesy of our partners at Business Marketing Resource! It's your chance to win a free website and a full branding package for your laundromat business. Don't miss out - details are all right here in the episode.So grab a cup of coffee, settle in, and get ready for an insightful and engaging discussion with Jason Foster. Let's jump in!In this episode, Jordan and Jason discuss: 00:00 "Last Chance: Free Branding Package"08:48 Laundromat Buying and Passive Income14:16 Seeking the "Silver Bullet" in Investments18:11 Learning Through Action24:26 Strategic Negotiation for Mutual Benefit27:12 "Money Talks: Rethinking Offers"32:58 Defining Passive Income41:57 "Balancing Full Service and Passive Management"43:45 The Nature of Passive Income50:56 Define Life Goals and Optimize54:35 Evolving Goals and Priorities59:36 Subscribe for Passive Income TipsShow Noteshttps://laundromatresource.com/show182Start your 2025 with a bang! By joining the contest of Business Marketing Resource, you get a chance to win Free Branding and Web Development. Just fill up the form and get ready to win!Giveaway: https://buildwithbmr.com/win/The 4-hour Workweek: https://www.amazon.com/4-Hour-Workweek-Escape-Live-Anywhere/dp/0307465357ResourcesEmail: info@northamptonlaundry.comWebsite: www.youtube.com/@LaundryListSocial Media Links: @laundrylistConnect With UsYouTubeInstagramFacebookLinkedInTwitterTikTokConnect With UsYouTubeInstagramFacebookLinkedInTwitterTikTok

In this episode, Michael Gayed, publisher of the Lead-Lag Report  @leadlagreport  joins us to explore the state of financial markets as we enter 2025. From market manipulation and deregulation to gold, small-cap stocks, and the potential for a credit event, we break down the trends, risks, and opportunities shaping the year ahead. Don't miss this insightful conversation packed with actionable perspectives for investors. #gold #stocks #investing ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

What's the role of bonds in your retirement portfolio in a high-yield environment? In this episode, PIMCO's David Braun breaks down the evolving fixed-income landscape. With 30 years of investment expertise, he shares insights on how rising yields create opportunities, why active management is essential for bonds, and what the U.S. national debt means for investors. Listen now and learn: The role of core bonds in retirement planning Why active management outshines passive strategies in fixed income Emerging trends shaping the future of fixed income investing How rising U.S. debt levels could impact bond yields and risk profiles   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [00:30] What is the Role of Core Bonds in a Portfolio? [04:46] Rising Yields and Resetting Expectations for Bonds [10:00] Active vs. Passive Management in the Bond Market [19:12] National Debt and Implications for Bond Investors [27:26] Future Trends in Fixed Income Investing [31:42] Addressing Misconceptions About Bond Math [34:34] Closing Thoughts and Resources

This episode focuses on various financial topics discussed by Certified Financial Planner, Chad Burton. He provides a market update, discussing the performance of different indices and the impact of interest rates on investments. Chad also delves into the debate between active and passive investing, particularly in the context of large-cap stocks. He emphasizes the importance of asset allocation, tax implications under the 2017 Tax Cuts and Jobs Act, and the potential consequences of the tax cut expiring. Additionally, Chad touches on the benefits of smart beta indexing and the significance of government accountability in financial planning. Throughout the episode, he offers insights and advice on managing investments, tax planning, and retirement preparation. Timestamps: [00:02:54] Bond Market Performance. [00:05:29] Interest rates and recession predictors. [00:09:20] Maximizing Cash Investments. [00:13:31] Total return on investments. [00:17:27] Active vs. passive investing. [00:20:48] Large Cap Investing Strategies. [00:26:07] Active vs. passive management. [00:27:55] Asset allocation for retirement. [00:33:28] Tax implications for California and Oregon. [00:35:14] Tax law changes analysis. Email your money question to chad@chadburton.com Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the results of active vs passive management for 2023. They then review the 2024 Federal Budget and the New Rules that affect Investors.

Summary In this episode, Ryan Burklo and Alex Collins discuss investment philosophy and the different approaches to investing. They cover three main styles: active management, passive management, and structured management. They also touch on the importance of investment structure and aligning investments with personal values. The hosts emphasize the need for a balanced approach to investing and setting up a solid financial foundation. Takeaways Understanding your investment philosophy is crucial for making informed investment decisions. Active management involves hiring an asset manager to make investment decisions based on market analysis. Passive management focuses on index investing and diversification. Structured management combines aspects of active and passive management to create a diversified and efficient portfolio. Investment structure and aligning investments with personal values are important considerations in building a portfolio. Setting up a solid financial foundation and having a balanced approach to investing is key for long-term success. Chapters 00:00 Introduction to Investment Philosophy 05:33 Active Management 09:51 Passive Management 13:51 Structured Management 20:41 Investment Structure 21:38 Values in Investing 23:23 Setting Up Your Balance Sheet 27:13 Question of the Day

Comparing super funds? Here's why the asset allocation within those funds matters.

Among the topics we'll be discussing are the future of smaller super funds, active versus passive investment, regulation, the performance test, retirement, sustainability, housing, and challenges for trustees. Guest * Garry Weaven, Senior Advisor with Tanarra Capital, Founding Executive Chair of Industry Fund Services and retired Chair of IFM investors and Industry Super Holdings Host * Garry West, Senior Manager, Media and Communications, AIST

Tune in to hear:- Why does behavioral investing often get focused on less than other elements of behavioral finance?- What role should pessimistic forecasts play, if any, in our financial decision making?- What are some behavioral barometers that can give us meaningful insights into forward return suggestions? What clues does he think these are providing in this particular moment?- If we do away with style boxes how will we differentiate appropriate style drift from just sloppy, undisciplined investing?- What will it take for there to be a renaissance in active management and do certain market conditions better lend themselves to active vs. passive management?- Tom suggests that behavior is the key to persistent alpha and that there's a possibility for more active alpha persistence than was previous thought possible. What does his research around this show?https://www.athenainvest.comCompliance Code: 0126-OAS-1/17/2023

Tune in to hear:- How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise?- How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence?- When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active?- In the current market we are in, which is of course a little volatile, how would Kurt encourage people to think about active vs. passive management?- How can we better manage our tax alpha?https://www.townsquarecapital.com Compliance Code: 2049-OAS-10/28/2022 

CNBC's Bob Pisani spoke with Tom Lydon, Vice Chairman at Vetta-Fi, and Anu Ganti, Senior Director of Index Investment Strategy at S&P Dow Jones Indices. They delved into the age-old debate of active versus passive management. With market volatility on the rise, many active fund managers claim this is their time to shine – and according to the latest SPIVA survey out from S&P Dow Jones Indices, actively managed funds are enjoying their best performance against their benchmarks in over a decade. But is all that enough to beat out passive investing in the long run? In the Markets ‘102' portion of the podcast, Bob continues the conversation with Tom Lydon.

Guest: Nerina Visser | Strategist and Advisor at ETF SA See omnystudio.com/listener for privacy information.

In this week's episode of the KCREatingwealth Podcast, we had an incredible real estate investor in the Boston area as well as the founder of the investor-focused real estate team, the Elle Group! Lien has a really cool story and we chatted about some very valuable concepts in this episode! Some of the things we talked about included “having the audacity to dream”, the pros of buying turnkey properties, self-management vs passive management, and so much more! Lien gives several valuable tips for new investors, as well as experienced investors looking to scale up sprinkled throughout this episode, and you are going to have to listen to find out! Check her out here! Instagram: @lienvuong_ Facebook: Lien Vuong Linkedin: Lien Vuong Email: Lien@theellegroup.com Follow me on social! Instagram: @Kylecurtinrealestate , @KCREatingwealth Facebook: @Kylecurtinrealestate Linkedin: Kyle Curtin Biggerpockets: Kyle Curtin Website: Kylecurtinrealestate.com What equipment do I use? Blue Snowball Usb Microphone (Brushed Aluminum)- https://amzn.to/339GEyY EJT Upgraded Microphone Pop Filter- https://amzn.to/3h9ajxj Music: Straight Through by Groove Bakery | https://groovebakery.com Music promoted by https://www.free-stock-music.com Attribution-NoDerivatives 4.0 International (CC BY-ND 4.0) https://creativecommons.org/licenses/by-nd/4.0/ DISCLAIMER: I or any guests being interviewed on “The KCREatingwealth Podcast” are not responsible for any investment decisions that you make or capital losses incurred. We are not licensed tax professionals or any form of wealth advisors unless particular guest happens to be as such, and all investment decisions should not be made without receiving advice from a licensed professional. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, you will learn how passive mutual funds work. Book an investment consultation Listen to the podcast till the end. Follow me: Instagram: @anujv21 Fiverr: @anujvohra

Siamo nel Settembre 2015 e l'allora ministro dell'economia e delle finanze peruviano, Alonso Segura Vasi, è costretto a cambiare repentinamente i suoi piani per volare a nord dell'equatore. Il motivo pare sia dovuto ad un… diciamo pettegolezzo. Un rumour, direbbero in inglese.In pochi minuti Alonso Segura è già su un jet diretto negli Stati Uniti. E badate bene, il ministro non è diretto alla Casa Bianca, questo non è un incontro tra ufficiali per discutere i rapporti tra le due nazioni. Il volo è verso New York, e gli uffici dove è diretto sono privatissimi, a due passi da Wall Street. Sono gli uffici della MSCI, il famoso fornitore di indici.Il motivo che ha spinto il ministro a mettersi su un volo intercontinentale è esattamente lo stesso che ha spinto i nostri due Yankees a compiere un atto illegale di insider trading: in ballo, ci sono miliardi di dollari.Nel capitolo finale di questa storia, a noi di Bank Station non resta che parlarvi di coloro che sono usciti vincitori dalla crescita di popolarità dei fondi passivi che tracciano gli indici. Ovvero coloro che li creano, gli indici. E decidono quindi chi è fuori… e chi è dentro.Siamo Giammarco Miani, Francesco Namari e Gaia Geraci, and the next stop is... Bank Station.Crediti:  Testo di Giammarco Miani, Francesco Namari e Gaia Geraci  Voci: Giammarco Miani, Francesco Namari e Gaia Geraci  Sound design a cura di Andrea Roccabella Graphic design a cura dello studio Sezione GraficaFonti: - Petry, J., Fichtner J. and Heemskerk, E., (2019). Steering capital: the growing private authority of index providers in the age of passive asset management, New Political Economy.- Petry, J. (2020). From National Marketplaces to Global Providers of Financial Infrastructures: Exchanges, Infrastructures and Structural Power in Global Finance, New Political Economy.- Braun, B. (2016). From performativity to political economy: index investing, ETFs and asset manager capitalism, New Political Economy.- Rauterberg, G. and Verstein, A. (2013). Index Theory: The Law, Promise and Failure of Financial Indices, Yale Journal On Regulation. -  Robertson A. (2019). Passive in Name Only: Delegated Management and "Index" Investing, Yale Journal On Regulation. 

Ci siamo quasi. Il giorno del ribilanciamento degli indici della S&P si fa sempre più vicino.James, nel cercare di convincere Yuanbiao ad aiutarlo nella sua impresa criminale, ripercorre la storia dei fondi passivi, raccontando gli ostacoli che hanno incontrato tra gli investitori e il supporto che hanno invece trovato nella realtà accademica.I primi fondi passivi degli anni 70 e le intuizioni di Jack Bogle. Le ostruzioni degli investitori che bollavano questi fondi come comunisti e non-americani (perché replicare il mercato era un compito da… beh, perdenti). E poi il CAPM, la realtà accademica, Michael Jensen e non solo, che guardavano con scetticismo al mondo dei fondi attivi e con grande interesse a quello dei fondi passivi. I masters of the universe riescono davvero a battere il mercato come millantano? Come ci racconta James, tutto questo comincia a cambiare con la grande recessione del 2007, che spazza via lontano i ricordi dei ritorni strepitosi del mercato pre-crisi e comincia a far scricchiolare il business model dei fondi attivi, che rimaneva dipendente da elevate commissioni.Ma l'ascesa dei fondi passivi passa anche dall'innovazione finanziaria; in questo ambiente di ritorni depressi uno strumento nato negli anni 90 inizia a prendere sempre più piede, facilitando enormemente la crescita del denaro investito nei fondi passivi: gli Exchange Traded Funds. Il terzo capitolo di questa storia passa proprio da questo prodotto, da ciò che lo ha reso così popolare, dalle sue caratteristiche e perché no, anche da un bouquet di fiori!Siamo Giammarco Miani, Francesco Namari e Gaia Geraci, and the next stop is... Bank Station.Crediti:  Testo di Giammarco Miani, Francesco Namari e Gaia Geraci  Voci: Giammarco Miani, Francesco Namari e Gaia Geraci  Sound design a cura di Andrea Roccabella Graphic design a cura dello studio Sezione GraficaFonti: - Petry, J., Fichtner J. and Heemskerk, E., (2019). Steering capital: the growing private authority of index providers in the age of passive asset management, New Political Economy.- Petry, J. (2020). From National Marketplaces to Global Providers of Financial Infrastructures: Exchanges, Infrastructures and Structural Power in Global Finance, New Political Economy.- Braun, B. (2016). From performativity to political economy: index investing, ETFs and asset manager capitalism, New Political Economy.- The Economist. (2017) Exchange-traded funds become too specialised. [online] Available at https://www.economist.com/finance-and-economics/2017/04/27/exchange-traded-funds-become-too-specialised  [Accessed 1 June 2021]. -  BlackRock. "iShares: What's an ETF?" [online] Available at https://vimeo.com/33357971  [Accessed 1 June 2021]. 

Il secondo episodio della nostra saga sul passive management e gli index providers.Il ribilanciamento dell’indice è in arrivo e James e Yuanbiao sono pronti ad anticipare le mosse del mercato. Il piano è chiaro: James, utilizzando la sua posizione di insider alla S&P DJI, con l’aiuto di Yuanbiao, scommetterà sulle aziende che verranno incluse ed escluse dall’indice prima che la notizia arrivi al mercato, per tirar su una fortuna. Ma c’è qualcosa che tormenta ancora Yuanbiao: com’è possibile che il solo ribilanciamento di un indice, cioè il cambiamento di una semplice lista di aziende, abbia un impatto così grande sui prezzi delle azioni, tale che se anticipato possa fruttare milioni? Il loro piano si basa sull’idea che una volta ribilanciati gli indici, i fondi passivi saranno costretti a ribilanciare a loro volta i loro investimenti comprando e vendendo azioni. Il quesito che si pone Yuanbiao, quindi, non è scontato: ci sono davvero così tanti soldi investiti nei fondi passivi? Così tanti da influenzare il prezzo delle azioni che comprano e vendono?Per rispondere a queste domande vi trasporteremo attraverso anni di storia economica e finanziaria. Attraverso i primi fondi negli anni 70, le intuizioni di Jack Bogle, e le teorie finanziarie di Harry Markowitz, Jack Treynor, William Sharpe, e Michael Jensen.Quindi allacciate le cinture, e tenetevi forte. Il secondo capitolo di questa saga passa attraverso il passive investing, i fondi passivi, la loro nascita e la loro storia.Siamo Giammarco Miani, Francesco Namari e Gaia Geraci, and the next stop is... Bank Station.Crediti:  Testo di Giammarco Miani, Francesco Namari e Gaia Geraci  Voci: Giammarco Miani, Francesco Namari e Gaia Geraci  Sound design a cura di Andrea Roccabella  Fonti: - Petry, J., Fichtner J. and Heemskerk, E., (2019). Steering capital: the growing private authority of index providers in the age of passive asset management, New Political Economy.- Petry, J. (2020). From National Marketplaces to Global Providers of Financial Infrastructures: Exchanges, Infrastructures and Structural Power in Global Finance, New Political Economy.- Braun, B. (2016). From performativity to political economy: index investing, ETFs and asset manager capitalism, New Political Economy.- Bloomberg (2019). When Vanguard's founder first invented the index fund, it was ridiculed as 'un-American'. [online] Available at: https://www.businessinsider.com/vanguard-jack-bogle-first-index-fund-criticism-2019-1?r=DE&IR=T.- Bloomberg (2016). Are Index Funds Communist? [online] Available at: https://www.bloomberg.com/opinion/articles/2016-08-24/are-index-funds-communist.- The Economist (2019). No one did more for the small investor than Jack Bogle. [online] Available at: https://www.economist.com/leaders/2019/01/26/no-one-did-more-for-the-small-investor-than-jack-bogle.

Il 21 Settembre 2020 la Securities and Exchange Commission, l’agenzia americana responsabile della supervisione dei mercati finanziari, ha presentato una denuncia a carico di un certo James Yang, un manager alla Standard & Poor’s Dow Jones Indices, e a carico di un suo amico, Yuanbiao Chen, manager di un ristorante di sushi. L’accusa non è leggera: aver generato quasi 1 milione di dollari attraverso delle operazioni di insider trading.La cifra può sembrare notevole, ma non è così nel contesto dell’insider trading e delle grandi frodi che hanno avuto luogo a Wall Street.Ma allora cosa c'è di particolare in questo evento?La cosa che rende questa storia diversa dai precedenti casi di insider trading, è che James non lavorava per una banca d’affari o per un grosso hedge fund. No, James era un impiegato della Standard & Poor’s Dow Jones Indices, divisione della più conosciuta Standard & Poor’s Global. Un semplice fornitore di indici, o index provider in inglese. Sorge quindi una domanda: come ci arriva l’inside information ad un dipendente di un fornitore di indici?Restate sintonizzati, per venire a capo di questo quesito abbiamo preparato per voi quattro episodi un po’ più complessi del solito. Ma credeteci, comprendere a fondo questo caso di insider trading è fondamentale perché per quanto minuscolo è il simbolo di una nuova era della finanza mondiale.Siamo Giammarco Miani, Francesco Namari e Gaia Geraci, and the next stop is... Bank Station.Crediti:  Testo di Giammarco Miani, Francesco Namari e Gaia Geraci  Voci: Giammarco Miani, Francesco Namari e Gaia Geraci  Sound design a cura di Andrea Roccabella  Fonti: - SEC (2020). Available at: https://www.sec.gov/litigation/litreleases/2020/lr24909.htm

Karen steps into the lab with the experience of managing multi-million dollar portfolios for over 25 years at the institutional level. Karen managed over $150 million in fixed income while also juggling the role of Chief Compliance Officer. Her portfolio management experience includes co-managing a $250 million emerging markets fund and relocating an institutional asset management practice from Switzerland to London. Karen has taken her plethora of knowledge of investing and putting it to a new vehicle that can benefit partners in her community as a Principal of East Light Investments — a multifamily investment company. Karen and partners specialize in Class B/C+ properties in Upstate South Carolina, where she currently oversees acquisitions and investor relations. Karen kicks off our local Experiment Series as a true practitioner in the field experimenting a new change in her career and long term investment strategy. Join us today to find out why she made the switch from institutional corporate portfolio investing to investing for herself and her partners at East Light Investments. HIGHLIGHTS OF THE EPISODE 00:47 - Karen Oeser's investing experience overview 02:30 - Karen Oeser's background 06:46 - Insitutuonal Investing to Multifamily Investing: Why the switch? 10:40 - Multifamily Investing Pros: Stability - Multifamily Investing VS Institutional Investing 13:22 - Multifamily Investing Pros: Control of the investment - Multifamily Investing VS Institutional Investing 15:14 - Multifamily Investing Pros: Tax benefits and transparency 20:05 - Multifamily Investing Pros: Transparency of the investment - Multifamily Investing VS Institutional Investing 27:23 - Karen Oeser's Business Model 32:03 - Accessibility: What it means for Karen Oeser 33:14 - What type of service does Karen Oeser offer? Active Management or Passive Management? 33:14 - Multifamily Investing: Mutually beneficial relationship 39:09 - How to get into Karen Oeser's network 42:47 - The longevity of the Real Estate market CONNECTING WITH THE GUEST Website : http://eastlightinvest.com/ Email: karen@eastlightinvest.com LinkedIn : https://www.linkedin.com/company/67319457/ Facebook : https://www.facebook.com/EastLightInvest/ Website : http://eastlightinvest.com/ Email: karen@eastlightinvest.com LinkedIn : https://www.linkedin.com/company/67319457/ Facebook : https://www.facebook.com/EastLightInvest/

Are money managers worth their fee? If nobody can time the market or pick the best stocks, is the guidance and accountability an advisor provides worth what they charge?Find all our podcast episodes here:https://www.buzzsprout.com/1208288Watch our episodes on YouTube:https://youtube.com/playlist?list=PLsEeilQ03hrXleCYwXwuA7yMQ2pzAF8KBFor more information about our podcast, visit our landing page:www.backandforthpodcast.comTo schedule a meeting:https://blueridge.timetap.comTo schedule a phone call:https://blueridgephonecall.timetap.com

What happens if you take a more hands-off approach to managing your aquarium over the long term??!

Subscribe to The Capitalist InvestorPassive investing has been all the rage—while active management has been slammed over the last decade. Why is that? Why does passive investing fare so well? Listen to this episode of The Capitalist Investor to hear why we think the tides are turning. We are going to see a shift towards active investing. Outline of This Episode[0:16] Why passive investing has been so successful[4:55] Understanding the rise of passive ETFs[7:53] How to use “passive” ETFs to your advantage[10:40] Digging into the holdings in the S&P 500 ETF[15:25] The main argument for active investingResources & People MentionedS&P 500 ETFRussell 2000 IndexConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereConnect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereSend your questions and comments to us at info@SWPConnect.comSubscribe to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com

This week, the KLT team dives into the topic of ETFs. They review what ETFs are and how they have evolved to where they are today. We discuss the differences between ETFs and Mutual funds, and the pros and cons of both. Lastly, the team looks at the difference between active and passive management. Please let us know topics you would like us to cover in future episodes. Visit our website www.knowliketrust.ca

Many people can get these two styles of investing confused, but today we look to gain clarity on these two terms. We talk about the main differences between an active versus passive management strategy and the situations that are suitable for each strategy. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

If you have ever wanted to do a deep dive into the technical aspects of investing, then you won't want to miss this episode.Scott Mardy, Vice President and Investment Strategist at Dimensional Fund Advisors, joins us to analyze the pros and cons of three different investment strategies - active management, index fund investing, and the systematic approach. Often called the "largest investment firm you've never heard of", Dimensional Fund Advisors has a long history of applying academic research to practical investing.For more information about Dimensional Fund Advisors: us.Dimensional.comHave a question you’d like us to address? Leave us a voicemail at 720-815-5318. 

Ken explores the concepts of passive and active management. What are the assets in your life that should be actively managed as to not go into disarray? Things that you should actively manage include your business, time, money, family relationships as well as a few others. Dan Sullivan once said human creativity, innovation and leadership can not be commoditized - hurrah for active management! However, active management doesn’t have a place in investment portfolios. People who try to beat the market generally don’t win over time. The market is volatile, thus portfolio diversification and passive investment is ideal. Tune in to learn more!   This is merely Ken’s personal opinion and is not to be considered investment advice or a guarantee. Please consult a certified financial adviser and be aware of the risk involved before entering the Stock Market.     Additional Links:   Don’t Be Fooled, Stock Picking is Still a Loser’s Game https://www.marketwatch.com/story/dont-be-fooled-stock-picking-is-still-a-losers-game-2018-01-17   This is how many fund managers actually beat index funds https://www.marketwatch.com/story/why-way-fewer-actively-managed-funds-beat-the-sp-than-we-thought-2017-04-24   More evidence that it’s really hard to ‘beat the market’ over time, ~92% of finance professionals can’t do it http://www.aei.org/publication/more-evidence-that-its-really-hard-to-beat-the-market-over-time-92-of-finance-professionals-cant-do-it-2/   Why Don’t Professional Investors “Beat the Market”? https://www.thesimpledollar.com/investing/blog/why-dont-professional-investors-beat-the-market/   3 Reasons Most Stock Pickers Don’t Beat the Market https://www.nerdwallet.com/blog/investing/3-reasons-stock-pickers-dont-beat-market/   Why I Don't Use Actively Managed Mutual Funds http://www.stage2planning.com/blog/why-i-dont-use-actively-managed-mutual-funds-to-manage-my-goals

ASB's Mairead Needham and John Smith discuss active and passive management, and what effect experiences and different perspectives can have on investment decisions.

Peter Lang of HighTower Westchester and Michael Sheldon of RDF Financial Group take on the classic active-versus-passive management debate and while both advisers use each form of investment vehicle for clients -- depending on circumstances, needs and more -- Lang explained why he has a slight preference for active management while Sheldon extolled more the virtues of passive investing.

Welcome back to another episode of the Rational Reminder Podcast. Our goal this year is to find our podcasting rhythm, creating a schedule that alternates between guests and these conversational episodes where it’s just us. On today’s episode we want to pull the focus of the podcast back to answering a handful of client questions that have come up in the past little while. So on today’s episode we are jumping right in to answer those listener questions, getting back on the factor train, and trying to get to the root of the desire for face-to-face investment advice. We also talk about a few articles as well, including some of the biggest headlines in investment news, and why it it critical to not only save for but also make plans to fulfill the vision of your retirement. So for another insightful episode answering all of your questions, stay tuned! Key Points From This Episode: • Discussing recent stand-out investment articles. [0:03:12.0] • Unpacking the debate between active and passive investment management. [0:07:11.0] • Why using factors is not another flavor of active management. [0:10:43.0] • Understanding market caps surrounding factors. [0:14:41.0] • Evaluating the worth of a stock that has not dividends or profit sharing. [0:16:46.0] • Planning for retirement, or not retiring at all: the retirement trends of today. [0:19:53.0] • Wealthsimple’s premium advice option: the value of dealing face-to-face [0:23:44.0] • The lost Bitcoin wallets crisis; understanding centralized versus decentralized [0:30:44.0] • And much more!

Director of Investment Research, Barbara Turley, discusses asset allocation during market volatility and active versus passive asset management and how they fit into our 2019 Outlook, “Pushing Forward” which promotes the idea that powering through the market’s dips and turns will require superior investment savvy along the way. 2019 will be a year to consult with your investment advisor and to rebalance portfolio assets as appropriate. Recorded on January 8, 2019

Continuing our discussion on asset allocation for endowments and private foundations, we examine investing in challenging environments, whether active or passive makes sense and other decisions fiduciaries face. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.

Learn why active management is outperforming index funds this year and what to do about it. Hit the subscribe button!   The article is posted here: https://www.cnbc.com/2017/09/18/the-tide-has-turned-active-outpacing-passive-investing.html ********************************* I'm having a summer giveaway through the end of September...you could win 6 awesome prizes: 5 of The Wealthy Mindset Blueprint (audio course): Learn how millionaires think the right thoughts for wealth before it happens (value $197)                               OR 1 Wealth Journal (book): Learn the 6 Steps to Wealth (value $67) Here's what you need to do: 1. Leave the "Be Wealthy & Smart" podcast a review on iTunes (or Stitcher Radio for Android). 2. "Like" my Facebook Fan page at http://facebook.com/lindapjonesfanpage (if you're on FB, if not, that's ok). 3. "Follow" me on Twitter at http://twitter.com/lindapjones 4. "Follow" me on Instagram @LindaPJones 5. Send me an email @ lpjhome@gmail.com and let me know you did this! (If you're not on FB, TW or IG, that's ok, just send me an email @lpjhome@gmail.com and let me know you left a review). If you've already done all 4 above, great! Thank you! No need to do them again! Just email me @ lpjhome@gmail.com and let me know. All names will be dropped in a hat and a drawing will be done in early October for winners!  Move your net worth in the right direction by getting “11 Quick Financial Tips to Boost Your Wealth” at http://www.lindapjones.com.    

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. u0010 u0010GUEST: u0010Daniel P Wiener "Dan" u0010Chairman/CEO/Co-Founder u0010Adviser Investments u0010Will discuss Active versus Passive Management and Vanguard.

TOPICS COVERED: Guest Introduction: Larry Swedroe, Author, MBA in Finance & Investment; What is Alpha?; Active versus Passive Management; Considering Premiums; Advice for the Do-It-Yourselfer; How to Choose the Right Advisor

By Scott Ronalds Many studies on active vs. passive management draw the conclusion that the latter strategy (more commonly known as ‘indexing’) is superior because it generates higher returns. Notwithstanding the ‘sloppiness’ of some of these comparisons, it is true that many active managers underperform their benchmark. But it doesn’t have to be this way. Most active managers aren’t given a fighting chance. They are burdened by impediments such as high fees, tight constraints and a focus on short-term performance. When these issues are addressed, it’s a different ball game. In this podcast, Tom expands on the active vs. passive debate. In doing so, he sheds some light on his Globe and Mail article from last weekend, and points to a recent piece on the topic published by Morningstar. Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.