Financial Choices Matter
Episodes
Thursday Jan 02, 2020
The Ins And Outs Of Mutual Funds
Thursday Jan 02, 2020
Thursday Jan 02, 2020
Mutual funds have long been the most popular way for people to invest, but is that landscape changing?
Show Notes:
1:45 - Financial Dictionary: Tax Loss Harvesting
5:06 - Ins And Outs Of Mutual Funds
5:19 - Point #1: What Percentage Of Clients Have Mutual Funds When They First Come To See You?
6:24 - Point #2: Expense Ratios
7:58 - Point #3: Front Load, Back Load, No Load
9:20 - Point #4: Tax Issues Mutual Funds Can Create
11:07 - Point #5: Should Mutual Funds Be Eliminated?
12:59 - Mailbag Question from Confused: "How to consolidate multiple investment accounts?"
Version: 20240320