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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This content is provided for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or financial planning advice or a recommendation regarding any specific security, strategy, or product. The information presented does not consider any individual’s specific circumstances or objectives.
Opinions expressed are subject to change without notice. Information presented is believed to be reliable but is not guaranteed as to accuracy or completeness. Any examples, assumptions, projections, or investment outcomes discussed are illustrative only. Past performance is not indicative of future results.
Investing involves risk, including the potential loss of principal. Tax and legal discussions are general in nature and based on current laws and interpretations, which may change. Before implementing any strategy discussed, individuals should consult with their financial, tax, or legal professionals regarding their specific situation.
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