On This Episode:
When it comes to investing, mutual funds and ETFs are two of the more popular options people will choose from. But which is better, and does it really matter? Today Ryan will host a roundtable discussion with Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to answer some of the most common questions people have when trying to build their portfolio with either mutual funds or ETFs.
Both mutual funds and ETFs offer diversification, meaning your investment is spread across multiple companies, reducing the risk associated with investing in a single stock. However, the way they are traded, their costs, and their tax efficiencies differ significantly.
Join us as we tell you about the similarities and differences and then answer the most common questions we get when someone is trying to decide which to invest in.
Here’s what we cover in this episode:
0:00 – Intro
1:10 – Similarities and key differences
3:59 – Why do ETFs tend to be cheaper?
10:52 – Why do ETFs tend to be more tax efficient?
15:36 – Risks with ETFs
19:26 – Our investment approach
Resources:
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