Ep 20: The Pros and Cons of Investing in Mutual Funds

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?