Page de couverture de Target-Date Funds: Wall Street’s “Set It and Forget It” Trap

Target-Date Funds: Wall Street’s “Set It and Forget It” Trap

Target-Date Funds: Wall Street’s “Set It and Forget It” Trap

Écouter gratuitement

Voir les détails du balado

À propos de cet audio

LISTEN and SUBSCRIBE on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608

Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i

WATCH and SUBSCRIBE on:

https://www.youtube.com/@WatchdogOnWallstreet/featured

Target-date funds are sold as the easy, worry-free choice for 401(k) investors—but that simplicity is disappearing fast. As Jason Zweig warns in the Wall Street Journal, Wall Street has a habit of taking elegant ideas and burying them under fees, complexity, and opaque strategies. In this episode, Chris explains why target-date funds have always been problematic, how over-diversification and mediocre performance leave investors just treading water, and why “alternatives” are likely the next thing quietly stuffed into these portfolios. If you think you’re safely set it and forgetting it, you may actually be volunteering to be the last buyer in Wall Street’s game of musical chairs.
Pas encore de commentaire