SPIVA: It’s Not Another Artificial Sweetener

Join Matt Robison and me for this week’s episode in which we tackle the age-old question: actively managed funds or low-cost index funds? Brokers often promise better returns with active management through expert stock picking, but the data tells a different story.

We’ll break down the numbers, starting with the SPIVA report, which compares active funds to their benchmarks and reveals that a staggering 87.42% of U.S. Large Cap funds underperformed the S&P 500 over the last decade. We explore why index funds consistently outperform, highlighting the impact of fees, market efficiency, and diversification. Tune in to learn why index investing is the smarter, more reliable choice.

Are you ready to create your ideal lifestyle?  Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/