Jan 25, 2022
Do you know how your adviser invests the equities in your account? Ever wonder what the difference between an ETF or Mutual Fund is? Maybe your adviser is using direct indexing and you aren't sure what that is? Listen to this week's episode to learn all of this and more. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.