7-7-2023 – When Should You Own the Underlying Components Rather Than a Fund-of-Funds?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 8 July 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
You could save on fees, but the do-it-yourself approach could be more trouble than it’s worth.
(At what point does it make sense to own the underlying ETFs rather than a fund-of-funds?)
Today's Stocks & Topics: Jobs Report, Retirement Savings, NKE - Nike Inc. Cl B, TFC - Truist Financial Corp., PAYC - Paycom Software Inc., Pension Rollover, ALB - Albemarle Corp., BWA - BorgWarner Inc., OVV - Ovintiv Inc.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.5 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:19.0 | Just in climb and Steve Peasley, stand ready to take your finance and investment questions |
| 0:24.0 | and share their unbiased answers. |
| 0:27.3 | This is Invest Talk, independent thinking, shared success. |
| 0:32.5 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.8 | clients throughout the United States. |
| 0:41.2 | The clarity for your path forward starts now. |
| 0:45.6 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:51.6 | Good afternoon everybody and welcome to Invest Talk. |
| 0:55.0 | It is Friday, July 7, 2023. |
| 0:58.2 | I'm Steve Peasley, and I'm here today to help you become a better investor. |
| 1:03.8 | And I can do that by answering your question, given you some perspective on today's market, |
| 1:10.0 | the economy, what's going on out there, and how it's going to affect our money and our |
| 1:15.0 | investments. |
| 1:16.8 | I've been doing this, my first investment was over 50 years ago, so I'm pretty well versed |
| 1:22.8 | in how this works. |
| 1:25.0 | But one of the things I've learned over all those years, you just can't predict the market. |
| 1:33.0 | It's almost impossible. |
| 1:35.1 | Long-term, you can say with fairly certain authority that the market will go up, because |
| 1:44.7 | it has, for well, well, over 100 years, gone up, over time, it goes up. |
| 1:51.3 | But you can't predict it from day to day, week to week, month to month. |
... |
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