Investors ask Paul why PWI doesn’t invest in funds from the biggest fund companies. Paul and Ira answer the question, talk about how two popular fund companies capture asset classes, the issue with offering actively managed funds, and how their highest-performing products aren’t what they seem. Later on the episode, Paul takes a look at the data that shows the true value of these popular funds.
Why Everyone Needs an Investing Coach in Their Corner
Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the