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Demystifying investment costs - part 2 (ETFs)
Manage episode 297363639 series 2786045
Dr. Yatin Chadha hosts Leanne Mamchur, CFA, CFP, FMA to discuss investment costs, this time focusing on exchange traded funds (ETFs).
Leanne has written an article on investment costs that can be accessed:
https://woodgundyadvisors.cibc.com/Leanne-Mamchur/articles-written-by-our-team%20?lang=en_US
I begin by discussing a personal investment decision (ETF) from 2018 (begins at 2:40). I wasn't completely informed at the time, but it has fortunately worked out. Check out http://beyondmdpodcast.com/?p=781 for full details.
Episode Interview Topics:
- MER, TER (7:40)
- bid-ask spread, practical considerations (10:00)
- swap-based ETFs, potential benefits, considerations (14:48)
- robo-advisors (22:40)
- alternative cost structures (beyond % of assets under management) (30:32)
For questions and topic suggestions, reach me at LinkedIn or by email:
- https://www.linkedin.com/in/yatin-chadha-29074b109/
- beyondmdpodcast@gmail.com
71 episodes
Manage episode 297363639 series 2786045
Dr. Yatin Chadha hosts Leanne Mamchur, CFA, CFP, FMA to discuss investment costs, this time focusing on exchange traded funds (ETFs).
Leanne has written an article on investment costs that can be accessed:
https://woodgundyadvisors.cibc.com/Leanne-Mamchur/articles-written-by-our-team%20?lang=en_US
I begin by discussing a personal investment decision (ETF) from 2018 (begins at 2:40). I wasn't completely informed at the time, but it has fortunately worked out. Check out http://beyondmdpodcast.com/?p=781 for full details.
Episode Interview Topics:
- MER, TER (7:40)
- bid-ask spread, practical considerations (10:00)
- swap-based ETFs, potential benefits, considerations (14:48)
- robo-advisors (22:40)
- alternative cost structures (beyond % of assets under management) (30:32)
For questions and topic suggestions, reach me at LinkedIn or by email:
- https://www.linkedin.com/in/yatin-chadha-29074b109/
- beyondmdpodcast@gmail.com
71 episodes
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