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The Ins and Outs of Mutual Funds
Manage episode 343300620 series 3402746
Kandungan disediakan oleh J’Neanne Theus. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh J’Neanne Theus atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Mutual funds have long been a popular investment option for people saving for retirement, but is the landscape changing? We’ll take a deep look into mutual funds, explain some key terminology, and discuss whether it’s a good option or not.
Show Notes and Additional Resources: https://theuswealthadvisors.com/2019/12/the-ins-and-outs-of-mutual-funds/
Today's Rundown:
0:56 – It’s the final show of 2019.
2:07 – How many of your clients owned mutual funds when they first came to see you?
4:06 – How many of those clients actually understand those mutual funds?
5:08 – What is an expense ratio and why is it important?
9:21 – What about the term ‘loaded’? What does that mean?
12:36 – Are there tax issues to consider when investing in mutual funds?
15:19 – Do you use or recommend mutual funds? Where do they fit into your planning?
18:00 – Do people selling mutual funds adhere to the fiduciary standard?
19:46 – It’s important to remember that owning mutual funds doesn’t necessarily mean your diversified.
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