Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down the differences between active and passive investing. They discuss how investors can choose the right strategy for their portfolio, the impact of the Fed's zero interest rate policies, and performance differences between active and passive investing.

[00:00] Introduction

[03:47] Active Versus Passive Investing

[06:35] What is Passive Investing?

[08:44] Breaking Down the Basics of Active Investing

[11:01] Factor-based Investing

[14:38] Active Management of a Portfolio and Why It's Important

[17:35] Exploring and Owning Equities Worldwide

[19:25] Performance Differences Between Active and Passive Investing

[20:18] Benefits of Passive Investing

[25:41] Disadvantages of Passive Investing

[29:01] Data on the Difference Between Active and Passive Investing

[34:08] Active vs. Passive Investing: Risk-Return Differences in Bonds

[37:37] Impact of the Fed's Zero Interest Rate Policies

[40:58] How to Choose What's Best For You

[44:20] Understanding ESG and Values-Based Investing

[47:20] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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