Investors should get to know the 18.7 Trillion Dollar industry of mutual funds! Check out this video and get the basics on mutual funds!
Our partners at Charles Schwab produced this short video to help explain the difference between Exchange Traded Funds (ETF’s) and Mutual Funds. It’s common amongst investors to have little understanding of the difference between the two. There are times when it makes sense to choose one over the other. Timing, taxes and expenses are all factors.
Schwab now has over 2000 ETF’s and Mutual Funds that can be purchased with no commission or transaction cost. We help our clients navigate this broad universe of investment options, to build low cost portfolios designed to meet the client’s future goals. We can help you sift through the details when it comes time to invest your money.
Click on PLAY above to check out this SHORT, 3 minute clip, and call us if need help with your investment plan!
As an investor, it’s hard to stay focused on what really matters, and block out the constant noise. We believe the right financial advisor can get you closer to tuning it out! Check out the short video below to see why a more peaceful investment experience can be achieved!
There are periods of good and bad in the stock market, but it is by far the BEST investment option we have. Understanding that the price of a stock is driven to fair value by the intense competition of companies and investors, allows us to focus on CONTROLLING what we can: RISK, FEES AND DIVERSIFICATION.
Click on the video image below to watch this short clip about focusing on the controllable things, and the importance of working with an advisor that understands you.