PODCAST EPISODE 312 – Why Active Management Doesn’t Work

Active asset managers promise market-beating returns, but the data tells a different story. In this episode of More than Commas, Cory explores why 90% of actively managed funds underperform over time and how patience, simplicity, and low-cost investing outperform stock-picking strategies. Through stories of legendary investors like Warren Buffett and everyday savers like Ronald Read, we uncover the power of long-term investing. Plus, we dive into the harsh realities of day trading and why even the best managers struggle to sustain success. Tune in to learn why the best strategy isn’t about working harder; it’s about staying the course.

–

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 LLC 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 LLC 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 LLC 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.

Related Posts

  • PODCAST EPISODE 325 – Will AI Replace Your Financial Advisor?

    In Episode 325 of More Than Commas, Paul explores how artificial intelligence is transforming the landscape of financial planning, and what that means for your financial future. Discover the real strengths and limitations of AI in personal finance, why technology can’t replace human wisdom, and how the right blend of AI tools and expert advice can lead to better long-term…

  • PODCAST EPISODE 245 – I Bonds, Inherited IRA Rules & surviving the lottery

    WHAT WAS COVERED [Tweet “Series I Bonds have some fine print, such as, you can only buy $10k a year. #YourBusinessYourWealth”] [Tweet “New rules on inherited IRA’s use to say it all has to be out at 10 years. Now, if there was required minimum distributions being taken in the IRA before you inherited it, you also have to do so. #YourBusinessYourWealth”]…

  • PODCAST EPISODE 228: Real People Getting Real Advice

    WHAT WAS COVERED [Tweet “Does the bank loan their money or other people’s money?… They loan other people’s money. #YourBusinessYourWealth”] [Tweet “Believe it or not, Saving 35% is rare even though its fundamental. #YourBusinessYourWealth“] [Tweet “If our investments outside of 401k’s (known as non-qualified) are half of our investment mortgages, no matter what happens economically, we’ll be just fine. #YourBusinessYourWealth“] LINKS PODCAST EPISODE…

  • PODCAST EPISODE 149: STOP WASTING YOUR KIDS’ COLLEGE MONEY

    EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory talk about college saving strategies. Specifically, they focus on the benefits and detriments of one of the most commonly used tools, the 529 plan. They take a deep dive into some of the restrictions and consequences that accompany 529 plans as well as alternative ways to fund…

  • Podcast Episode 33: Stop Acting Rich Part 1

    LISTEN HERE EPISODE SUMMARY You may feel confronted by the financial topics discussed in this episode. You may also feel motivated by the topics of this week’s episode. However this episode makes you feel, you need to listen to this episode and next week’s episode to get a full understanding of Dr. Thomas Stanley’s book, Stop Acting Rich. Your host,…

  • PODCAST EPISODE 165: HOW DO I KNOW WHEN TO GET OUT?: ILLUSIONS OF INVESTING, PART 3

    EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part three of this series, Paul and Cory debunk the myth of market timing. Specifically, they focus on the illusion that an individual investor can successfully navigate the market in order to maximize returns. Paul provides…