EPISODE · Oct 23, 2021 · 33 MIN
BUY AND HOLD Vs. ACTIVELY MANAGED INVESTING
from Merging Life and Money with MJ Caesar · host Marie jo Caesar
Send us Fan MailWe will be talking about the practical side of money - INVESTING “proper” as they say. We will be looking at the above two investment strategies. My guest, Eric Dudley, an experienced holistic financial adviser will help you navigate through some investment essentials: Buy and Hold as well as Actively Managed investing. He will help you understand what they are, how they work and figure out whether or not they can be used in your retirement portfolio, in your kids’ college savings fund, or any other types of investment portfolio you are looking at having.Here are some HIGHLIGHTS from this episode. 03:49 What is buy-and-hold investing?07:08 Cost associated with buy-and-hold investing10:56 Active investing14:18 What does index mean?16:32 Does active investing yield better return than passive investing?18:27 Do actively managed funds yield more? 20:44 What is Leverage?22:25 When is cash a good investment?26:35 Investing…That where it’s at!!Support the showConnect with me:Instagram: https://www.instagram.com/thefinanciologist/Facebook: https://www.facebook.com/merginglifeandmoneyYouTube: https://www.youtube.com/@merginglifeandmoneyLinkedIn: https://www.linkedin.com/in/mjcaesarClick this link https://mariejocaesar.com/fmtq/take-the-quiz to take the "Discover Your Financial Mindset Type” Quiz, so you can start taking control of your financial destiny and transform your financial identity.Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
What this episode covers
Send us Fan Mail We will be talking about the practical side of money - INVESTING “proper” as they say. We will be looking at the above two investment strategies. My guest, Eric Dudley, an experienced holistic financial adviser will help you navigate through some investment essentials: Buy and Hold as well as Actively Managed investing. He will help you understand what they are, how they work and figure out whether or not they can be used in your retirement portfolio, in your kids...
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BUY AND HOLD Vs. ACTIVELY MANAGED INVESTING
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