Ready to pull back the curtain on the mysteries of investing in public mutual funds and index funds? You're in the right place as we tackle the complexities of active and passive fund management. We guarantee you’ll gain a deeper understanding of how these funds operate, their associated fees, and the significance of clear investment goals.

Now, let's talk about the lifecycle of actively managed funds. We'll examine real-life examples, such as the Russell 1000 Large Cap Growth Index, Morningstar Large Cap Growth Trust, and Vanguard Large Cap Growth Index, over fourteen 10-year periods since 2000. Plus, we’ll dissect the performance of six randomly selected funds over a decade and a half. You'll learn how the sequence of returns impacts performance and why it's crucial to grasp the implications of holding onto an underperforming fund.

Toward the end of the episode, we question why financial institutions are promoting index and passive investing. While it may seem like a one-size-fits-all solution, we challenge this notion and reveal how these institutions profit from investors, regardless of performance. We urge you to question what you’re told and conduct independent research for the best investment outcomes. If our conversation sparks questions or disagreements, visit ditchthesuits.com and let us know.

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Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

Ditch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell.

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com/ or email us at info@ditchthesuits.com

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