Jeff Rogo

speaker

233 appearances 3 recordings 1 series first heard Oct 2018 last heard Mar 2023

Jeff Rogo’s voice in public audio — every appearance, attributed to the second.

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However, there are some people who think that that may be a bit of an oversimplification.

There is still a hedge fund industry that is there to pick winners.

There are still mutual managers.

And there potentially could be ways to pick winners and losers.

So I think you should look at your own risk, your own portfolio, and ask yourself, is cost basis the most important thing?

The passive managers are always going to win that.

If diversification is maybe a bigger thing that you're worried about, there are some markets you simply shouldn't go into without active management.

China is a really good example.

In some of the more emerging markets, the passive investment vehicles haven't performed as well.

So there's just sort of lessons and you should be aware of what these things are and think about what's best for yourself.

I think so.

I'm not sure it's my cat, but I think someone's cat, possibly.

If you're looking for financial guidance, it really depends on what you need and where you are.

I think for a lot of people starting out, they probably have a 401k or a 403b or some kind of retirement account.

Start there.

Your provider that's holding your retirement money has investor education.

Use it.

Understand the portfolio that you already have before you take the next steps.

The second thing from there is let's say you understand that and it's time for you to start a brokerage account or some kind of investment account.

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