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What is an ETF?
ETFs are everywhere—but what are they, and why do investors use them? Deanne Rosso and Clarke Holt explain what an ETF is, what it stands for, and what to pay attention to before buying one.
Want help choosing investments that match your goals? Visit elevate-wealth.com and click Let’s Talk.
🔗 Website: https://elevate-wealth.com
🔗 Facebook: / elevatewealthadvisory
🔗 Instagram: / elevatewealthadvisory
Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!
#ETF #Investing #PersonalFinance #WealthManagement #ElevateWealthAdvisory
What is an ETF and why do so many investors use them? Find out today on Elevate Wealth. Welcome back. I'm Deanne Rosso with Elevate Wealth Advisory and I'm joined today again by Clarke Holt. Welcome, Clarke. Hi, thank you. Glad to have you here, Clarke. So, Clarke, we get this question a lot. Can you tell us what is an ETF and what does it stand for, and why do people use it? So an ETF stands for Exchange Traded Fund, and they have gained a lot of popularity over the years last couple decades, and it is essentially a basket of securities, or fixed income, or bonds, or a combination of both. So it trades like a stock. So you can trade it during market hours and they're extremely tax efficient, or can be extremely tax efficient, and very low cost. Okay, great. So what should investors pay attention to when choosing an ETF? So, when choosing an ETF, obviously it's the cost of the ETF, because they're not all the same. The holdings, what's the strategy? Is it a niche ETF that's maybe more aggressive or something that's not necessary? I typically recommend looking at not just the history of the ETF itself, but the history and the reputation of the provider. So, whether that's Vanguard or iShare, you know, somebody with a long track record with substantial assets under management. Yeah. So ETFs, Exchange Traded Funds, similar to a mutual fund, but very different in a lot of ways. And it's important to know what you're looking for in your investment strategy. Exactly. Before choosing one to to complement that, right? Yeah. Well, that's really great insight. So thank you, Clarke, for joining me today. And if you would like help understanding ETFs, choosing them for your investment portfolio, or just investment advice in general, we're here to help. Visit us at elevate-wealth.com and click "Let's Talk." Thanks for watching, and we'll see you next time.
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By Elevate Wealth AdvisoryETFs are everywhere—but what are they, and why do investors use them? Deanne Rosso and Clarke Holt explain what an ETF is, what it stands for, and what to pay attention to before buying one.
Want help choosing investments that match your goals? Visit elevate-wealth.com and click Let’s Talk.
🔗 Website: https://elevate-wealth.com
🔗 Facebook: / elevatewealthadvisory
🔗 Instagram: / elevatewealthadvisory
Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!
#ETF #Investing #PersonalFinance #WealthManagement #ElevateWealthAdvisory
What is an ETF and why do so many investors use them? Find out today on Elevate Wealth. Welcome back. I'm Deanne Rosso with Elevate Wealth Advisory and I'm joined today again by Clarke Holt. Welcome, Clarke. Hi, thank you. Glad to have you here, Clarke. So, Clarke, we get this question a lot. Can you tell us what is an ETF and what does it stand for, and why do people use it? So an ETF stands for Exchange Traded Fund, and they have gained a lot of popularity over the years last couple decades, and it is essentially a basket of securities, or fixed income, or bonds, or a combination of both. So it trades like a stock. So you can trade it during market hours and they're extremely tax efficient, or can be extremely tax efficient, and very low cost. Okay, great. So what should investors pay attention to when choosing an ETF? So, when choosing an ETF, obviously it's the cost of the ETF, because they're not all the same. The holdings, what's the strategy? Is it a niche ETF that's maybe more aggressive or something that's not necessary? I typically recommend looking at not just the history of the ETF itself, but the history and the reputation of the provider. So, whether that's Vanguard or iShare, you know, somebody with a long track record with substantial assets under management. Yeah. So ETFs, Exchange Traded Funds, similar to a mutual fund, but very different in a lot of ways. And it's important to know what you're looking for in your investment strategy. Exactly. Before choosing one to to complement that, right? Yeah. Well, that's really great insight. So thank you, Clarke, for joining me today. And if you would like help understanding ETFs, choosing them for your investment portfolio, or just investment advice in general, we're here to help. Visit us at elevate-wealth.com and click "Let's Talk." Thanks for watching, and we'll see you next time.