Financial Choices Matter

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The Ins And Outs Of Mutual Funds

January 2, 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?"