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Index fund vs Mutual Fund vs ETF – What is the difference and does it really matter?? In this video I explain the differences between these 3 types of investments and how to choose the best option for you and your investment portfolio! Watch this video to learn the pros & cons of Index funds vs mutual funds, index funds vs ETFs, ETFs vs index funds, and ETFs vs mutual funds. You’ll also learn what a mutual fund is, what an ETF is, and what index funds are and why they have become so popular.
I also talk about what I personally use to manage my personal accounts along with client accounts. Great video on index funds for beginners, ETFs for beginners, and mutual funds for beginners. Learn about the differences/similarities and pros/cons of index funds vs mutual funds vs ETFs.
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To Becoming Great with Money,
Rich McCormack, CFP®
School of Personal Finance is an Investment Advisor registered with the State(s) of New York. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at 914-299-3843 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SPF with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.schoolofpersonalfinance.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
