3-2-2023 – Tips to Avoid Bad Mutual Fund Decisions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 March 2023
⏱️ 40 minutes
🧾️ Download transcript
Summary
Hundreds of mutual funds deliver lackluster results and come with high price tags and those high fees put a fund at a huge disadvantage over time.
Today's Stocks & Topics: D - Dominion Energy Inc., PFE - Pfizer Inc., VHT - Vanguard Health Care ETF, Small Cap Funds, Mutual Funds, AZN - AstraZeneca PLC ADR, SILJ - ETFMG Prime Junior Silver Miners ETF, SIL - Global X Silver Miners ETF, Banks and Rates.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:38.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.4 | This is our Thursday, March 2nd, 2020, 23 edition and yeah, we're already in to March. |
| 0:48.7 | The first quarter is zipping by and spring is coming up around the end of the month. |
| 0:55.9 | So hopefully we'll get more pleasant weather, I know it's been damp and rainy and cold |
| 1:00.8 | out here on the west coast and I'm looking forward to some sunshine with myself. |
| 1:06.6 | But I'm Justin Clyde and I'm excited for this hour with you to answer your finance and |
| 1:14.9 | investment questions to help you become a better investor, refine your portfolio strategy |
| 1:22.1 | and make your decision making process make sense and the end goal is to help you make good |
| 1:31.9 | decisions consistently. |
| 1:35.4 | That one decision, no one decision is ever going to define or make your entire financial |
| 1:42.8 | life. |
| 1:43.8 | It's about good positive steps each day, each week, each month, etc. |
| 1:54.8 | So I'm here to answer your finance and investment questions like I said and do it with an unbiased |
| 2:00.8 | lens and try to give you just the pros and the cons, the risk versus the reward and both |
| 2:09.5 | sides. |
... |
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