On this episode:
There’s about $17 trillion invested in mutual funds and most of this money is in actively managed funds. But virtually all the new money is going into passively managed funds. Which strategy is right for you? Listen to Ric Edelman explain why this is a question of nuance, style and judgment, and how to choose the right strategy for you.
The S&P 500 lost 4.3 percent last year. But individual investors lost 9.4 percent, according to a new study. How did individual investors lose so much more than the market? It all comes down to bad timing and psychology. Listen to Ric Edelman reveal the true risks of market timing and share secrets to help avoid the failures of so many investors.
A listener calls into the show with a question about passive losses that he’s accumulated through an enterprise. One way to offset these losses is with a passive income generator (PIG). But it gets tricky and, quite frankly, kind of whacky. Listen to Ric Edelman to learn more about PIGs and clarify how Wall Street really works.
Are you writing checks to support your parents or in-laws? About one-third of people in this country are spending $3,000 or more per month caring for an aging parent or relative. Listen to Ric Edelman provide several solutions to this problem and explain why you need to deal with these issues today.
These callers were prerecorded and prescreened.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.