Tag - passive vs. active investing

Advice to the Advisors

Sheaff Brock Institutional Group | Active vs Passive Investment Strategy | Core and Satellite appraoch

The Core & Satellite Approach to the Market of Stocks

When it comes to advising investors, RIAs must don teachers’ caps. Clients have become comfortable (perhaps in their do-it-yourself years before meeting you) with either a largely passive (index fund) approach to investing or, at the opposite extreme, have become used to populating their portfolios with individual stock picks. Going forward, those clients now look to you for insight. Few discussions have the potential for you to offer them true guidance more than the passive vs. active “debate.” Active [...]