Wealth Management & Financial Planning

Wealth Management & Financial Planning

Are your investment choices late to the game? 1151

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

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

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

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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