4min chapter

Sound Investing cover image

Dave Ramsey, small cap value and a "new" 4 fund portfolio

Sound Investing

CHAPTER

Comparing actively managed funds and index funds, and different ways advisors charge fees

This chapter explores the differences between actively managed funds and index funds, highlighting the higher fees and taxes associated with the former. The hosts suggest including advisors who work on an hourly basis and recommend index funds, alongside active management. Different fee structures for advisors, such as percentage of assets under management, hourly fees, and project-based fees, are also discussed.

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