Mutual funds have been a staple of investing for decades, but are they still the best option? Craig & Jennifer walk through how mutual funds really work, where they shine, and where investors can get surprised, especially when it comes to taxes and costs. They also break down how ETFs compare, highlighting their liquidity, tax efficiency, and the choices investors have for building a diversified portfolio. Plus, a personal update from the Moser family and an exciting announcement about the future of the show.

Here's some of what we discuss in this episode:

⚖️ Active vs Passive: Cost and management differences

💸 Expense Ratios: Understanding hidden costs

🧾 Tax Distributions: Year-end capital gain surprises

📈 ETF Comparison: Liquidity and tax efficiency

🌍 Global Allocation: Looking beyond U.S. markets

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Email: [email protected]

Phone: 336-448-1086