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8/29/24: Why Do You Still Own Mutual Funds?
Manage episode 436881633 series 3304352
Mutual funds may have been great in the past, but it's time to move on—ETFs offer lower costs, better tax efficiency, and real-time pricing. If you're still holding mutual funds, ask yourself why. Plus, age shouldn't dictate your investment strategy—at 69, staying in the market could be crucial for your financial future. If you're told otherwise, it's time to rethink your advice source.
#ETFs #MutualFunds #Investing #FinancialAdvice #PortfolioManagement #TaxEfficiency #RetirementPlanning #Investing #StockMarket #WealthManagement #LongTermInvesting #PersonalFinance #RetirementSavings
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Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
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Links from today’s show:
Citibank Report on ETFs: https://www.citigroup.com/global/insights/e5-how-etfs-will-earn-more-of-your-assets
Rates are Poised to Drop, Now What? (9/11 Webinar – Register Now for Free!): https://www.thetayf.com/pages/rates-are-poised-to-drop-now-what
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Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
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Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
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496 حلقات
Manage episode 436881633 series 3304352
Mutual funds may have been great in the past, but it's time to move on—ETFs offer lower costs, better tax efficiency, and real-time pricing. If you're still holding mutual funds, ask yourself why. Plus, age shouldn't dictate your investment strategy—at 69, staying in the market could be crucial for your financial future. If you're told otherwise, it's time to rethink your advice source.
#ETFs #MutualFunds #Investing #FinancialAdvice #PortfolioManagement #TaxEfficiency #RetirementPlanning #Investing #StockMarket #WealthManagement #LongTermInvesting #PersonalFinance #RetirementSavings
-----
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
Citibank Report on ETFs: https://www.citigroup.com/global/insights/e5-how-etfs-will-earn-more-of-your-assets
Rates are Poised to Drop, Now What? (9/11 Webinar – Register Now for Free!): https://www.thetayf.com/pages/rates-are-poised-to-drop-now-what
-----
Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
-----
Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
-----
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