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BUY AND HOLD Vs. ACTIVELY MANAGED INVESTING
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We will be talking about the practical side of money - INVESTING “proper” as they say. We will be looking at the above two investment strategies. My guest, Eric Dudley, an experienced holistic financial adviser will help you navigate through some investment essentials: Buy and Hold as well as Actively Managed investing. He will help you understand what they are, how they work and figure out whether or not they can be used in your retirement portfolio, in your kids’ college savings fund, or any other types of investment portfolio you are looking at having.
Here are some HIGHLIGHTS from this episode.
03:49 What is buy-and-hold investing?
07:08 Cost associated with buy-and-hold investing
10:56 Active investing
14:18 What does index mean?
16:32 Does active investing yield better return than passive investing?
18:27 Do actively managed funds yield more?
20:44 What is Leverage?
22:25 When is cash a good investment?
26:35 Investing…That where it’s at!!
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
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By Marie Jo CaesarSend us a text
We will be talking about the practical side of money - INVESTING “proper” as they say. We will be looking at the above two investment strategies. My guest, Eric Dudley, an experienced holistic financial adviser will help you navigate through some investment essentials: Buy and Hold as well as Actively Managed investing. He will help you understand what they are, how they work and figure out whether or not they can be used in your retirement portfolio, in your kids’ college savings fund, or any other types of investment portfolio you are looking at having.
Here are some HIGHLIGHTS from this episode.
03:49 What is buy-and-hold investing?
07:08 Cost associated with buy-and-hold investing
10:56 Active investing
14:18 What does index mean?
16:32 Does active investing yield better return than passive investing?
18:27 Do actively managed funds yield more?
20:44 What is Leverage?
22:25 When is cash a good investment?
26:35 Investing…That where it’s at!!
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.