107 – The Family Stewardship Approach to Investing (part 1)

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We have discussed the importance of formulating an investment strategy that is informed by financial science. But a solid market philosophy and strong research are not enough. Good ideas are not enough. An investment manager must put those ideas to work each day in a competitive market. This requires an approach that dynamically integrates the…

106 – The Pros (and cons) of Index Investing

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[smart_track_player url=”http://traffic.libsyn.com/bestinwealth/BIW105.mp3″ title=”105 – The Results of Conventional Investing” image=”http://www.bestinwealth.com/wp-content/uploads/2015/08/Best-In-Wealth-Podcast-Cover-150×150.jpg” color=”#FE4504″ social=”true” social_twitter=”true” social_facebook=”true” social_gplus=”true” social_email=”true” ] Indexing offers a number of investment benefits over a conventional approach. Broad-based indexes offer better diversification, have lower fees, and follow a more transparent investment process, which means investors have a clearer idea of what they are getting.…

105 – The Results of Conventional Investing

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CLICK HERE to view “The Results of Conventional Investing” Mutual fund research shows that conventional investing has low odds of success. Over the 15-year period ending in 2017, only 14% of stock managers and 13% of bond managers survived and outperformed their benchmarks. Said another way, 86% of stock managers and 87% of the bond…