Are Expenses Making Your Portfolio Fat and Sluggish? That’s What the Industry Wants You To Think

Cost is a factor that impacts the performance of your investments. However, it is not the only factor, yet low-cost products can be heavily marketed as the best ones. Today, Paul receives a video attempting to explain an analysis of specific funds and their costs. Unfortunately, the explanation falls short on a few key points about how these portfolios and markets work. Paul encourages you to really understand the claims this video makes so that you will feel confident when someone tries to push you away from your plan because of expenses.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.