Episode #181: Do Your Investments Feel Imprisoned?


 


Over the last 20 years, investors have been indoctrinated by large passive index providers that buying a low-cost index investment product is a way to achieve long-term investment success. These large passive index providers seek to imprison our money and indoctrinate mediocrity as success with the hope that they can earn millions in fees while not being held to account for their results. NOW is the time to take control and to liberate your money.

The reality is that passive index investing goes against the very grain of capitalism and the principals that America was founded on, which is to reward success and to punish failure. At LifePro Asset Management, we believe in the American way of life and in capitalism. We seek a results-based capital allocation strategy to guide client money toward companies that are in the process of going from good to great and away from companies with a track record of mediocrity.

In this episode of Money Script Monday, Rob dispels the myths related to index investing and explains how an active investment approach may be able to assist your portfolio and protect your savings.

Resources Provided for This Episode


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The information here is presented by licensed professionals and not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. These videos are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice.
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly.

About Robert Reaburn

Robert Reaburn is the Managing Director and Head of Wealth Management at Simplicity Group Asset Management. He works with financial advisors building diverse financial portfolios that best prepares their clients for their financial future and provides peace of mind.