PODCAST EPISODE 248: Is Your Mutual Fund Manager Doing This?

WHAT WAS COVERED

- - 00:00 – Episode begins Paul welcomes listeners.
  - 01:20 – Setting the stage for the article breakdown, How benchmarks work.
  - 14:45 – Article Breakdown: How to Beat the Stock Market Without Even Lying (WSJ).
  - 22:42 – What this means as an investor.
  - 25:30 – Episode ends, thank you for listening.

[Tweet “23% of actively managed mutual funds over a 20 year period beat the benchmark they set in comparison to an index. However most all of them had 2 to 3 incredible years and did not provide consistent returns. #YourBusinessYourWealth”]

[Tweet “37% of US Stock funds switch which index they compare they’re benchmark too. #YourBusinessYourWealth”]

[Tweet “Prospectus has always warned that past performance are not a guarantee for future results, turns out it’s not a guarantee of past results either… – Jason Zweig (WSJ) #YourBusinessYourWealth”]

Article Breakdown: How to Beat the Stock Market Without Even Lying (WSJ)

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This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

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