The Saver and The Spender Episode 22: Active vs. Passive Investing with financial Advisor Shanna Tingom

In this episode, Kelsa avoids breaking Michael's computer and interviews financial advisor extraordinaire, Shanna Tingom, from Heritage Financial Strategies in Gilbert, AZ.

Most people tend to take a hands off approach to investing, especially if you hire a financial advisor.  There are different strategies that people have for their investments, passive investing is typically a "set it and forget" style, something like an S & P 500, NASDA, basically index investing.  With active investing, conversely, you have a fund manager that are actively managing that investment towards an objective.  The fund managers have certain knowledge and experience and make a certain percentage.

Learn more about the differences, benefits, pros and cons of both active and passive investing.

Which costs you more?

Which will make you more money in the long run?

What strategy is best for your personality?

And other investment questions for Shanna and Kelsa!

 

Below are the articles mentioned in today's episode:

https://www.vanguard.com/pdf/ISGQVAA.pdf

http://www.cambridgewealthcounsel.com/wp-content/uploads/2015/03/Added-Value-of-Financial-Advisors.pdf

 

You can reach Shanna at (480) 397-1184.  Check out her Facebook page here and her website here.

 

Podcast about money, budgeting, communication and personal finance

 

 

By | 2017-11-03T12:47:39+00:00 November 3rd, 2017|Financial, Learn, Podcast, Strategize|0 Comments

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