8/29/24: Why Do You Still Own Mutual Funds?
Plus, another listener asks: should a 69 year-old be in the market?
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman · Ric Edelman
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Show Notes
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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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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Brought to you by:
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