
Sign up to save your podcasts
Or
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.com5
22 ratings
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