Is the battle between index funds and actively managed funds finally over? Total assets invested in index funds and ETFs recently passed assets invested in active funds for the first time ever. But is going all index funds the right move for you? Joining us is CFP and President of Bona Fide Wealth, Douglas Boneparthe. Also joining us is Crystal Hammond, host of our sister show, Stacking Deeds. And finally joining us from his bunker deep under Los Angeles is the creator of the award-winning blog
lenpenzo.com, Len Penzo.
We dive into the difference between active and passive funds, break down the history of each, and pontificate on where we think the investment world is heading. Plus, what are the risks of cap-weighted index funds?
In the second half of the show, sponsored by
DepositAccounts.com, we dive into the industry secrets and their smoke-and-mirrors tricks.
Be sure to stick around for our ongoing year-long trivia competition. Doug brings us some diminutive French leader-themed trivia. You won't want to miss it!
FULL SHOW NOTES:
https://www.stackingbenjamins.com/active-vs-passive-fund-debate-1493
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at
https://www.StackingBenjamins.com/201
Enjoy!
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