
612.2K
Downloads
1629
Episodes
A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes

Wednesday Jan 31, 2024
We’re Seeing a Trend Toward Passive Funds. Is that enough?
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
The industry seems to be waking up to the risk of actively managed funds and the money is starting to back that up. Today, Evan brings a Morningstar article called, “It’s Official: Passive Funds Overtake Active Funds” that explains an encouraging trend away from active trading in investment products. Ira wants investors to know the difference between these two kinds of funds and why a “passive” fund may be better but isn’t free from management issues. Later in the episode, Evan talks about why younger investors seem to have lower confidence about retirement and aren’t planning for it well. Listen along as the advisors talk about how you can get started.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
No comments yet. Be the first to say something!