Active vs. Passive Investing Part II: Do Fees Matter?

Active vs. Passive Investing Part II: Do Fees Matter?

Based on my conversations with investors, I concluded that some people support active or passive investing for the wrong reasons. Since other people misrepresent this debate, I wrote this series as a way to provide additional context and give my personal outlook. In...
The Cost of Waiting to Invest

The Cost of Waiting to Invest

Do any of the following phrases sound familiar to you? “Retirement is still a long way off. There’s plenty of time to save for it.” “I have too many expenses right now to put anything aside.” “I’ll get around to saving … sooner or later.” It is common for people...
Active vs. Passive Investing Part I: Introduction

Active vs. Passive Investing Part I: Introduction

As a financial advisor, I spend a lot of time thinking about how to construct investment portfolios for my clients. A big part of that conversation centers on the role of active and passive styles of investing. This is an ongoing (and sometimes quite heated) debate in...

Pin It on Pinterest

Broker Check
Schedule Meeting