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

ByPaul Adams

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”]

LINKS

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

Curious what you can accomplish with our help? Schedule a free 15-minute meeting with us! sfgwa.com/scheduling

Sound Financial Group’s Website for a Financial Inquiry Call – [email protected] (Inquiry in the subject)

Your Business Your Wealth on Instagram

Your Business Your Wealth on Facebook

Sound Financial Group on LinkedIn

Paul Adams on LinkedIn

Cory Shepherd on LinkedIn

Cape Not Required (Cory’s Book)

Sound Financial Advice (Paul’s Book)

Clockwork: Design Your Business to Run Itself

Mike Michalowicz’s Book – Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

Loserthink: How Untrained Brains Are Ruining America

SHARE THE SHOW

Did you enjoy the show? We would love it if you subscribed today and left us a 5-star review!

Click this link – Your Business Your Wealth

Click on the ‘Subscribe’ button below the artwork

Go to the ‘Ratings and Reviews’ section

Click on ‘Write a Review’

——————————————————————————————————————————-


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.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details:

yourbusinessyourwealth.com

© 2020 Sound Financial Inc. yourbusinessyourwealth.com

PRODUCTION CREDITS

Podcast production and show notes by Greater North Productions LLC

Avatar photo
Paul Adams

Author

Paul Adams

CEO & Founder

As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

Financial Advisor
Disclosure

Related Posts

  • Podcast Episode 98: The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?

    EPISODE SUMMARY In this episode of Sound Financial Bites, I speak with Cory Shepherd, the president of Sound Financial Group about the topic of disability insurance—something people have either personally dealt with, or have known others who have went through it. Either way, everybody has some type of relationship with disability insurance. We discuss the value of disability insurance and…

  • Podcast Episode 68: Aviv Shahar Part 2 – Questions from Aviv’s New Book, Create New Futures

    EPISODE SUMMARY In part two of my conversation with Aviv Shahar we talk about the importance of having intentional conversations both in your personal and business life and the practice and implementation of The Debrief. WHAT WAS COVERED TWEETABLES “How can you be in a leadership position and not be intentional?” “You make contractual agreements with people that you will…

  • Podcast Episode 7: Savings is the Key

    LISTEN HERE EPISODE SUMMARY Introduction: Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the seventh episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of savings and why paying…

  • Podcast Episode 75: Building and Assessing Value While Creating Autonomy Part 2

    EPISODE SUMMARY Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values company’s assets and does business case consulting. Marek has been in this field of work for over 25 years and in part two of this two part interview, we talk about the assets he invests in, life…

  • PODCAST EPISODE 206 – Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.

    EPISODE SUMMARY Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode, Paul and Cory break down some more articles discussing shocking retirement stats and fill in the gaps of financial articles. WHAT WAS COVERED TWEETABLES [Tweet…

  • PODCAST EPISODE 336 – Money Reveals Who You Are, So What Is Yours Saying?

    In the last installment of our d’Anconia series, Paul dives into the deeper meaning behind Francisco d’Anconia’s “money speech” and what it reveals about your financial life. This isn’t just about income, it’s about what you’re doing with it. Are you saving what you earn? Protecting it? Preparing to pass it on with wisdom? If not, you may be unintentionally…