A Take on Active vs. Passive Investing

The last two years have come with many changes. The state of the world has caused many of us to make shifts in our lives, both personally and professionally. 

For better or for worse, some of these shifts may be short-lived and some may last much longer. And in thinking of our finances, worry might come to mind as more uncertainty seems to loom around the corner. This is why investment management is so crucial at this time – for investors at any stage in their journey. 

Investment management refers to the process of handling various securities and financial assets. It involves devising long-term and short-term plans to acquire and dispose of portfolio holdings – with the aim of making clients’ money grow in order to help them achieve financial aspirations and goals. 

Investors have two main investment strategies that can be used to generate a return on their investment accounts: active portfolio management and passive portfolio management. 

Jeff Powell and Matthew Erickson break down those concepts and debate the merits of “active” versus “passive” investing.

Jeff Powell

Jeff Powell

Matthew Erickson

Matthew Erickson

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