Knowing which basket to use is essential when engaging in activities like picking apples, or shopping at the grocery store. The same is true when evaluating your investment portfolio. The most common “baskets” used for investing today are mutual funds and their...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: Are you late to the game? Many people continue to use mutual funds even though ETFs are far more efficient. On Consider This Program, we will explain what you need to be on...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: The underlying principle of mutual funds is brilliant, but there are multiple reasons we don't allocate any money to them. Schedule your complimentary Next Steps meeting today!...