On This Episode:
Mutual funds have long been the most popular way for people to invest, but is that landscape changing?
1:45 - Financial Dictionary: Tax Loss Harvesting
5:06 - Ins And Outs Of Mutual Funds
5:19 - Point #1: What Percentage Of Clients Have Mutual Funds When They First Come To See You?
6:24 - Point #2: Expense Ratios
7:58 - Point #3: Front Load, Back Load, No Load
9:20 - Point #4: Tax Issues Mutual Funds Can Create
11:07 - Point #5: Should Mutual Funds Be Eliminated? 12:59 - Mailbag Question from Confused: "How to consolidate multiple investment accounts?"
Charles is taking the summer off from recording his podcasts. This podcast was originally posted on 1-2-2020