The Data Wall Street Doesn't Want You to See скачать в хорошем качестве

The Data Wall Street Doesn't Want You to See

Is active investing really worth it in the long run? In this video, Eric Sajdak, ChFC®, breaks down the S&P SPIVA Scorecard. This report reveals some pretty shocking stats, like over 90% of actively managed funds underperform their benchmarks over 15 years—even before taxes. While active strategies promise skill and flexibility, the data tells a different story. We’ll explore performance gaps, volatility, taxes, survivorship bias, and style drift to uncover the real costs behind active management. Learn how thoughtful planning gives you peace of mind, control, and confidence in your financial future. Call us at 920-672-4232 or go to https://www.meritfinancialadvisors.co... Timestamps: 0:00 Active Management Underperformance 2:01 The Logic of Active Management 3:41 Long-Term Performance Data 5:46 Risk-Adjusted Returns 7:50 Tax Efficiency 9:20 Survivorship Bias and Style Drift 11:19 Key Takeaways - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.meritfinancialadvisors.co... 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Merit Financial Advisors - Headquarters 2400 Lakeview Pkwy, Suite 550 Alpharetta, GA 30009 For more information, please visit www.meritfinancialadvisors.com. Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. #PassiveInvesting #ActiveInvesting #SPIVA #IndexFunds #RetirementPlanning #InvestmentStrategy #TaxEfficientInvesting #FinancialLiteracy #LongTermWealth #SmartInvesting #PortfolioManagement #InvestingData #WealthPlanning #BehavioralFinance #FinancialAdvisor #MeritFinancialAdvisors #EricSajdak #WealthManagement