What a start to 2021! Most people were not expecting a crazy and eventful week like the last one we just had. Over the years, when things get challenging in life, I have found it helpful to focus on what I can control. While we may not be able to control what happens in Washington D.C., we can control what happens in many of the other areas in our personal and financial lives. 

Here to help us welcome the New Year with a greater understanding of financial topics is my guest, Matthew Bartolini. As a Managing Director at State Street Global Advisors and Head of SPDR Americas Research, Matthew is responsible for all product research and analysis of both SPDR ETFs and SSGA Funds. Matthew directs a team that develops proprietary research, marketing strategies, and campaigns across the firm’s ETF and mutual fund product suite. 

I am excited about this opportunity to learn from Matthew and all the wonderful insights he has to share, make sure to stick around, this is part one of a three-part conversation with Matthew Bartolini - you don’t want to miss it!

You will want to hear this episode if you are interested in...

• Matthew joins the podcast [1:00] 
• What is State Street Bank? [2:30] 
• How ETFs were created. [4:30] 
• Understanding ETFs and how they are traded. [9:00] 
• The similarities and differences between mutual funds and ETFs. [13:30] 
• Closing thoughts from Matthew.[17:00]

What are EFTs? 

Have you ever heard of EFTs before? Chances are unless you’ve taken a financial course or two, you’ve never heard of it before. 

An exchange-traded fund (ETF) is a basket of securities you buy or sell through a brokerage firm on a stock exchange. ETFs are offered on virtually every conceivable asset class from traditional investments to alternative assets like commodities or currencies. Many ETF structures allow investors to short markets, to gain leverage, and to avoid short-term capital gains taxes.

ETFs vs. mutual funds

Why would someone invest in ETFs over investing in mutual funds? Are there any significant advantages or risks with one approach over the other? Right off the bat, ETFs have lower fees than mutual funds, this is a huge part of their appeal. 

ETFs also offer tax advantages to investors. There's generally more turnover within a mutual fund compared to an ETF, which can result in capital gains. With all that said, ETFs are increasingly popular, but the number of available mutual funds still is higher. 

Which option is the best for you and your financial future? Make sure to tune in to this episode with special guest, Matthew Bartolini to learn more!

Connect With Matthew Bartolini

• Matthew on Twitter - (@mattbartolini) | Twitter
• Matthew on LinkedIn - Matthew Bartolini, CFA - Managing Director, Head of SPDR 
• Matthew Bartolini - State Street Global Advisors | Inside ETFs

Connect With Morrissey Wealth Management 

www.MorrisseyWealthManagement.com/contact