Funds that are actively managed often carry higher internal expenses, which can be justified when they deliver alpha, but that is not always the case. Donna and Nathan discuss the types of funds that can make sense to pay a premium for, and those that don’t. Also on MoneyTalk, choosing the executor of your estate, and Stock Trivia: Battle of the Sowas.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 9/1/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!