1. EachPod

Investing is Boring

Author
Greenway Wealth Advisors, LLC
Published
Thu 13 Feb 2020
Episode Link
https://www.greenwaywealth.com/

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. 

Meet the voices behind Making Margin:

Today’s topic is why investing should be boring. We take a broad look at what we believe investing should look like and why.

Discussion Topics:

  • How we design a portfolio for our clients
  • How we use decades of historical data to guide our investment process
    • A 2016 study by S&P Dow Jones Indices showed that about 90 percent of active stock managers failed to beat their index targets over the previous one-year, five-year and 10-year periods; fees explain a significant part of that under performance.
  • What exactly is an ETF, stock, bond, mutual fund, etc.?
  • What’s the most important predictor of a relative investment return? 
  • What other types of fees should people be looking for?
  • A lot of people now have target dated funds in their 401k. Positives and negatives?
  • Investing is like amateur tennis 

Take Away: If investing seems boring to you, you’re probably doing something right. 

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