Planning Matters Radio

2022 EP0618 | Planning Matters Radio | ETFs vs Mutual Funds


Listen Later

You should never invest in something you don't understand, which is why @Peter with @richonplanning and @erinkennedy are breaking down the similarities and differences between Exchange Traded Funds or #ETFs and mutual funds.

  ETFs have become very popular recently, and experts predict global ETF assets will total more than $12 trillion by the end of 2023! But before investing in this growing trend, Peter recommends you weigh the pros and cons of each by walking through these questions: -How are they managed? -How are they traded? -What are the costs? -What about Tax Efficiency?   If you'd like Peter's help determining which investment strategy is right for you, please reach out for a complimentary consultation by calling (919) 300-5886 or by making an appointment at www.RichonPlanning.com
...more
View all episodesView all episodes
Download on the App Store

Planning Matters RadioBy Richon Planning

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings