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

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

[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

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…

104 – What is Conventional Investing?

THE FOUR TYPES OF CONVENTIONAL INVESTING PREDICT THE FUTURE The most common approach is based on prediction and forecasting. Methods include: Picking stocks expected to perform well in the future, Moving in and out of industry sectors, or Attempting to time the market These methods are based on trying to predict the future direction of…