Nexus Insights #4 : The Evolution...
Nexus Insights #4 : The Evolution of Financial Strategies: Insights from the Nexus Podcast

Lets Talk Wealth Podcast - Hosted by Robert Montes, CPFA® an... di Robert Montes

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Active vs Passive Investing in 2026 + AI, Anxiety, Buying a House, and Building Real Financial Security | Nexus Insights | Letstalkwealthpodcast.com | Sponsored by Nexus Wealth Management Robert Ellington-Montes and co-host Josie Allred (Here in Missoula, MT) record a recap episode of Nexus Insights after a guest cancels, reflecting on markets since the end of 2025 and themes heading into 2026. They discuss passive versus active management, citing SEI Private Trust’s all-equity strategy finishing around 24% versus the S&P 500 near 17.9% in 2025, and argue volatility and abundant information (including AI tools like Grok) may favor active managers. They address doomscrolling, decision paralysis, and fear-driven moves like buying physical gold, highlighting l ... 

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