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ETFs vs. Mutual Funds: What's The Difference?

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Manage episode 448909066 series 3594497
内容由Ryan Wyatt提供。所有播客内容(包括剧集、图形和播客描述)均由 Ryan Wyatt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.
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

Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H

  continue reading

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Artwork
icon分享
 
Manage episode 448909066 series 3594497
内容由Ryan Wyatt提供。所有播客内容(包括剧集、图形和播客描述)均由 Ryan Wyatt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.
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

Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H

  continue reading

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