Passive Investing

Category: finance

An investment strategy that seeks to match the returns of a market index.

Passive investing is "lazy wealth." You buy the market (e.g., an S&P 500 ETF) and let it compound. It is the cheapest, most tax-efficient, and historically most reliable path for the average investor to build retirement wealth.

Common Examples

• We prioritize passive investing for our long-term clients to minimize transaction friction and keep management fees at rock bottom.
• The shift toward passive investing has made index funds the dominant financial product in the modern institutional retirement landscape.