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Sound Investing
How will investing be different in the future and 7 AAII Q&As
Aug 16, 2023
This podcast discusses the differences between investing today and 40 years ago, as well as the future of investing. They also cover the Avantis All Equities Market Value ETF and whether it's a good substitute. The topic of converting traditional IRA funds to a Roth IRA using the backdoor strategy is explored, along with the importance of various tables on the website. They also address whether younger investors should include TIPs in their fixed income and discuss personalized investment options vs prepackaged products.
33:22
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Quick takeaways
- Investing today is much different from 40 years ago, with advancements in technology, access to information, and abundance of investing resources, but investors need to be wary of reliable sources.
- Comparing the Avantis All Equity Markets Value portfolio to the Merriman All Worldwide Value Portfolio highlights the significant impact of portfolio construction choices on performance, emphasizing the need for careful consideration when choosing between pre-packaged products and self-managed portfolios.
Deep dives
The Evolution of Investing: A Look Back and Ahead
Over the past 40 years, the investment landscape has undergone significant changes. In the early 1980s, technology was limited, access to investments and advice was restricted, and expenses were high. Today, technology has revolutionized investing, with individuals being able to buy stocks with a tap on their smartphones and access information through a simple internet search. Investing resources are abundant, but it is important to distinguish between reliable and unreliable sources. Looking ahead, the future will continue to bring further changes to the industry, and investors need to adapt to the evolving landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode