Robert Brokamp, CFP®

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318 appearances 2 recordings 1 series first heard Mar 2026 last heard 4 Apr

Robert Brokamp, CFP®’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.

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Motley Fool Hidden Gems Investing · Which Types of Investments Should You Own and Where Should You Own Them · 4 Apr 2026 podcast

So what are the advantages here?

Yeah, I'll build on that.

There are funds out there, teams out there, managers out there who do have these unique skills or at least unique interests.

And by adding that fund to your portfolio, you get a certain level of diversification that you may not get through an index fund or picking your own investments.

You just have to stay on top of them because the evidence is clear that it is difficult to beat a comparable index fund.

So definitely takes more time.

If you're going to be investing in actively managed funds, you should be checking on those returns at least once a year because you're going to be paying higher costs.

So you want to make sure that money is worth it.

Speaking of the higher costs, what are some of the other downsides of actively managed funds?

Yeah, I think you have to set your expectations with actively managed funds that they are going to go through periods of underperformance.

And if you're not comfortable with that, it's probably not the right move.

Just stick with the index fund.

And also actively managed funds tend to be more tax inefficient than index funds, not always.

But so if you're going to go this route, it's probably best to keep them in an IRA or 401k.

And if you go to a site like Morningstar, you can see the after tax returns on various funds.

So you can compare those to an index fund to see like, okay, this money is going to a taxable brokerage account, but it's very tax inefficient.

Maybe on an after tax basis, this is not the fund for me.

All right, so let's say you don't want to pay anybody to pick your investments.

You don't want to pay an index fund provider.

You don't want to pay an active manager.

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