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InvestTalk

10-19-2022 – Looking at the History of Mutual Fund Innovations

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K Ratings

🗓️ 20 October 2022

⏱️ 46 minutes

🧾️ Download transcript

Summary

Mutual funds debuted in the Netherlands during the late 18th century, and some have stood the test of time while others have failed.

 

Today's Stocks & Topics: Retail Trading Activity, IRS Tax Brackets, T - AT&T Inc., NFLX - Netflix Inc., INSP - Inspire Medical Systems Inc., Real Estate Loans, SU - Suncor Energy Inc., PLBY - PLBY Group Inc., SWBI - Smith & Wesson Brands Inc., ESLT - Elbit Systems Ltd., CHTR - Charter Communications Inc. Cl A.



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Transcript

Click on a timestamp to play from that location

0:00.0

This is Invest Talk, independent thinking, shared success.

0:09.4

Just in client and Steve Peasley, stand ready to take your finance and investment questions

0:14.4

and share their unbiased answers.

0:18.1

Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving

0:23.5

clients throughout the United States.

0:26.4

The clarity for your path forward starts now.

0:30.7

Here is KPP Chief Executive Officer, Financial Advisor, just in client.

0:37.5

Good afternoon fellow investors and welcome back to Invest Talk.

0:41.7

This is our Wednesday October 19th, 2022 edition and we are well into the fourth quarter

0:48.7

and volatility continues and I am here to help.

0:54.0

You make sense of it all, understand where we are in the economic cycle as well as the

0:59.9

investment cycle, help you make good money decisions each and every day.

1:05.2

And my phone lines are always open, ready for you to answer your finance and investment

1:09.6

questions.

1:10.6

8-899 chart is the number, 24 hours a day, 7 days a week.

1:14.7

You can call and leave your message or you can call and talk to me live from four to

1:21.2

five specific time each and every week day.

1:23.4

Now I have a PAC podcast for you today and my main focus point concerns the story behind

1:28.4

this headline.

1:29.4

Looking at the history of mutual fund innovations and mutual funds are still a very large part

1:35.8

of our investment world and I want to go over some of the positive things that have come

1:42.3

out from that industry as well as things to watch out for and that over time has shown

...

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