Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

EBI - Principle #3: Choose Indexing to Implement Your Portfolio

EBI - Principle #3: Choose Indexing to Implement Your Portfolio

FromThe Empowered Investor


EBI - Principle #3: Choose Indexing to Implement Your Portfolio

FromThe Empowered Investor

ratings:
Length:
29 minutes
Released:
Nov 5, 2020
Format:
Podcast episode

Description

Starting with an evidence-based investing approach creates a strong foundation for the empowered investor. To help you build that foundation for your portfolio, we’re taking a deep dive into the principles of evidence-based investing.After spending the last two episodes discussing why it’s important not only to invest in asset classes but also to diversify your asset classes, on this episode we’re moving into implementation. The way you execute your investment approach is critical for achieving your financial goals, and we believe the best way to do that is through index-based or passively managed asset class investment vehicles.On this episode, Ruben and I talk about how index-based investing reinvented the world of investment products, the cost and tax benefits of index-based investing, how indices perform in comparison to active money managers, why average returns are a good thing, the disadvantages of active money management compared to index-based investing, and so much more!Thank you for listening!Key Topics:·      What we can learn from Amazon about the power of reliability and consumer confidence·      Why index-based investing is the Netflix of investment products·      Understanding what makes up an index·      The evolution of index-based investing·      Why index-based investing is considered passive investing·      Index performance in comparison to active money managers·      Why should you be happy with average returns?·      How I discovered the power of an index while working as an institutional bond trader·      The benefits of index management·      How style drift can harm your portfolio·      Why cost efficiency is a key consideration when choosing an investment product·      The surprising relationship between fees and returns in the investment world·      The tax advantages of index-based investing·      How index-based investing provides better transparency using·      Questions you can ask today that can improve your portfolio·      What you can look out for in upcoming episodes·      And much more!Thanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, 
Released:
Nov 5, 2020
Format:
Podcast episode

Titles in the series (92)

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com