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Episode 3 - Active vs. Passive Investing: What Smart Investors Need to Know

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Manage episode 467252824 series 3641234
Content provided by Richard Leimgruber, CRPC® and Richard Leimgruber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Leimgruber, CRPC® and Richard Leimgruber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Richard is joined by Peter Corritori, Regional Vice President of Catalyst Funds, to discuss the key differences between active and passive investing. Each with over 25 years of experience, Richard and Peter delve into the benefits and risks of each strategy, offering practical insights for both new and experienced investors. They explore asset classes, risk management, diversification, and the impact of market efficiency on investment performance. Tune in to gain valuable knowledge on making smart financial choices that align with your goals.

Chapter Markers

00:51 Guest Introduction: Peter Corritori

01:23 Peter's Career Journey

03:11 Active vs Passive Investing: An Overview

05:04 Balancing Active and Passive Strategies

07:41 Diversification and Risk Management

08:50 Insights for New Investors

12:14 Tax Implications of Investing Strategies

14:36 Final Thoughts and Conclusion

Want to know more about our guest, Peter Corritori?
-Peter is a Mutual Fund Wholesaler for Catalyst funds covering Westchester, NY and CT.

Filmed and recorded at Studio on the Avenue/LMC Media
Mamaroneck, NY
https://lmcmedia.org/
Produced and Edited by Vekterly
https://www.vekterly.com/
Disclaimer: This podcast is for informational and educational purposes only and should not be considered as financial advice, a recommendation for any specific investment, strategy, or financial decision, or legal advice. By engaging with this material, you acknowledge and agree with its intended purpose. Any examples provided are hypothetical and for illustration purposes only. Neither Rich Leimgruber, the EnRich Your Life Podcast, nor its representatives are advising or suggesting any specific action or decision. Before making any financial, legal, or tax decisions, individuals should consult their own financial advisor, accountant, legal professional, or other qualified professional before making financial decisions. All opinions expressed are those of the host and guests and do not reflect the views of any affiliated financial institutions. The views shared may not be suitable for every individual or situation. Past performance is not indicative of future results, and all investments carry risk. Please note that any strategies discussed may not be suitable for all investors, and the appropriateness of any specific investment or strategy will depend on individual circumstances.

  continue reading

Chapters

1. Episode 3 - Active vs. Passive Investing: What Smart Investors Need to Know (00:00:00)

2. Guest Introduction: Peter Corritori (00:00:51)

3. Peter's Career Journey (00:01:23)

4. Active vs Passive Investing: An Overview (00:03:11)

5. Balancing Active and Passive Strategies (00:05:04)

6. Diversification and Risk Management (00:07:41)

7. Insights for New Investors (00:08:50)

8. Tax Implications of Investing Strategies (00:12:14)

9. Final Thoughts and Conclusion (00:14:36)

11 episodes

Artwork
iconShare
 
Manage episode 467252824 series 3641234
Content provided by Richard Leimgruber, CRPC® and Richard Leimgruber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Leimgruber, CRPC® and Richard Leimgruber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Richard is joined by Peter Corritori, Regional Vice President of Catalyst Funds, to discuss the key differences between active and passive investing. Each with over 25 years of experience, Richard and Peter delve into the benefits and risks of each strategy, offering practical insights for both new and experienced investors. They explore asset classes, risk management, diversification, and the impact of market efficiency on investment performance. Tune in to gain valuable knowledge on making smart financial choices that align with your goals.

Chapter Markers

00:51 Guest Introduction: Peter Corritori

01:23 Peter's Career Journey

03:11 Active vs Passive Investing: An Overview

05:04 Balancing Active and Passive Strategies

07:41 Diversification and Risk Management

08:50 Insights for New Investors

12:14 Tax Implications of Investing Strategies

14:36 Final Thoughts and Conclusion

Want to know more about our guest, Peter Corritori?
-Peter is a Mutual Fund Wholesaler for Catalyst funds covering Westchester, NY and CT.

Filmed and recorded at Studio on the Avenue/LMC Media
Mamaroneck, NY
https://lmcmedia.org/
Produced and Edited by Vekterly
https://www.vekterly.com/
Disclaimer: This podcast is for informational and educational purposes only and should not be considered as financial advice, a recommendation for any specific investment, strategy, or financial decision, or legal advice. By engaging with this material, you acknowledge and agree with its intended purpose. Any examples provided are hypothetical and for illustration purposes only. Neither Rich Leimgruber, the EnRich Your Life Podcast, nor its representatives are advising or suggesting any specific action or decision. Before making any financial, legal, or tax decisions, individuals should consult their own financial advisor, accountant, legal professional, or other qualified professional before making financial decisions. All opinions expressed are those of the host and guests and do not reflect the views of any affiliated financial institutions. The views shared may not be suitable for every individual or situation. Past performance is not indicative of future results, and all investments carry risk. Please note that any strategies discussed may not be suitable for all investors, and the appropriateness of any specific investment or strategy will depend on individual circumstances.

  continue reading

Chapters

1. Episode 3 - Active vs. Passive Investing: What Smart Investors Need to Know (00:00:00)

2. Guest Introduction: Peter Corritori (00:00:51)

3. Peter's Career Journey (00:01:23)

4. Active vs Passive Investing: An Overview (00:03:11)

5. Balancing Active and Passive Strategies (00:05:04)

6. Diversification and Risk Management (00:07:41)

7. Insights for New Investors (00:08:50)

8. Tax Implications of Investing Strategies (00:12:14)

9. Final Thoughts and Conclusion (00:14:36)

11 episodes

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