Welcome To Our Podcast
No matter how long you’ve been investing, you’ve probably decided to put some portion of your money into mutual funds. They’ve always been a popular investment option, but how well do you understand the product? Let’s take some time to understand the common terminology, what makes up a mutual fund, and other basics.
Show Notes and Additional Resources:https://www.baschrock-fg.com/podcast/ep-19-understanding-the-basics-of-mutual-funds/
0:37 – Today we’re talking mutual funds.
3:02 – Explain what a mutual fund is and what is consists of.
4:12 – How many stocks are in a mutual fund?
5:24 – What percentage of our clients are invested in mutual funds or have been at some point?
5:51 – Is the landscape changing at all?
7:07 – Explain the term expense ratio.
9:25 – What about the term ‘loaded’?
10:31 – Are there any other areas that trip people up when it comes to mutual funds?
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. This podcast will help you learn important financial concepts that allow you to retire with confidence.
Monday – Friday
8 a.m. – 5 p.m.