SOUND INVESTING PODCAST
8/30/2023
https://anchor.fm/s/10bb8090/podcast/play/75255251/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2023-7-30%2F3901f8f5-0be7-f20e-a1db-a2fbcc146327.mp3
Paul Merriman
Show Notes
About This Episode
After Paul speaks, Chris’ presentation will focus on 2 Funds for Life
in retirement and how to select the Best In Class ETFs.
One of Paul’s favorite Truth Tellers, Ben Carlson , has recently written, " The Luckiest Generation ”. Paul reads highlights from the article. It turns out “The Luckiest Generation” faced a lot of serious headwinds. Then Paul suggests the steps we should take if we aren’t so lucky. The annual SPIVA Report is one of the most important studies in the industry on mutual fund performance. While many may wish to read the whole report,
Paul focuses on the tables on pages 9, 10, 13, 14, 17 and 19.
Those who take the time to review this information will hopefully reconsider holding any actively managed funds in their portfolio. /spiva-report-one-of-the-most-important-studies-on-fund-returns
One of Paul’s favorite Truth Tellers, Ben Carlson , has recently written, " The Luckiest Generation ”. Paul reads highlights from the article. It turns out “The Luckiest Generation” faced a lot of serious headwinds. Then Paul suggests the steps we should take if we aren’t so lucky. The annual SPIVA Report is one of the most important studies in the industry on mutual fund performance. While many may wish to read the whole report,
Paul focuses on the tables on pages 9, 10, 13, 14, 17 and 19.
Those who take the time to review this information will hopefully reconsider holding any actively managed funds in their portfolio. /spiva-report-one-of-the-most-important-studies-on-fund-returns
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