Next Steps Meeting

Are your investment choices late to the game? 1151

1151

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

1151

Are you late to the game?

Many people continue to use mutual funds even though ETFs are far more efficient. On Consider This Program, we will explain what you need to be on the lookout for.

Talking Points:
1. ETFs and mutual funds
2. Closed vs. open
3. Investment Overlap

Resources
• “Are mutual funds making you poor?” Consider This Program with Joe Clark, CFP, and Jamie Burton. Are mutual funds making you poor? – https://ylawold.wpenginepowered.com/are-mutual-funds-making-you-poor

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800-928-4001

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