Unlocking Your Financial Future
Business:Investing
Mutual funds have been a popular investment option for many years, but is the landscape changing? Let’s take a look at the pros and cons of using mutual funds as part of your retirement plan and help you decide whether it needs to be a part of your strategy.
Show Notes and Additional Resources: https://www.baschrock-fg.com/podcast/ep-20-the-pros-and-cons-of-investing-in-mutual-funds/
Today's Rundown:
1:32 – Getting to Know Ben: What’s something that people would be surprised to learn about you?
3:09 – Today we move into the pros and cons of mutual funds.
3:29 – How often are we talking with clients about mutual funds?
4:31 – Why are mutual funds so popular for investors?
5:31 – What pros are there for using mutual funds?
7:13 – Mutual funds do allow for customization and smart money managers.
7:53 – On the other side of that, what are some of the cons for investing in mutual funds?
9:57 – Another big negative is it’s difficult to know exactly what you own and you end up carrying many of the same things.
11:20 – Are there any other tax considerations with mutual funds?
12:18 – What is the future of mutual funds? Do they still have a place in our retirement plans?
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