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Active vs. Passive Investing, Including Smart Beta
HomeEpisode GuideActive vs. Passive Investing, Including Smart Beta

Active vs. Passive Investing, Including Smart Beta

7/2/2017

Guest(s): Michael Godwin and Matthew Karr

Active vs. Passive Investing, Including Smart Beta

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Michael Godwin, Manager of Portfolio Strategy and Matthew Karr, Investment Research Manager at Fragasso Financial Advisors join The Advisor to discuss active vs. passive investing.

Often, articles are written about this topic but leave readers feeling as if they need to choose sides. However, active and passive investing styles can work well together. Join us as we evaluate how you can properly blend the two.

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Active vs. Passive Investing, Including Smart Beta

Ask Your Portfolio Professional

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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