Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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289 What You Should Know About Investing in ETFs with Alfred Lee, Director, Portfolio Manager, and Investment Strategist at BMO ETFs
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Manage episode 296371467 series 80332
Content provided by Jessica Moorhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jessica Moorhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Like I mentioned in my last More Money episode (ep. 288), today I’m sharing another bonus episode and we’re talking all about ETFs. I’m joined by Alfred Lee, who is the Director, Portfolio Manager, and Investment Strategist at BMO ETFs. I love any chance I can get to talk about investing and was super excited to go in-depth about ETFs (one of my personal favourite investment products). Alfred is a senior portfolio manager with BMO ETFs and has been a part of their ETF business since its inception over 10 years ago. He currently manages their index-based equities ETFs but also previously managed their fixed income ETF lineup. He also serves as the investment strategist for BMO ETFs and is involved with product design. There is so much to cover with ETFs, including all the different types of index funds, taxation, and the major differences between them and mutual funds. Alfred helps answer all these questions and more in today’s episode. If you want to go even more in-depth when it comes to ETFs, then be sure to check out BMO ETFs' Views for the Desk podcast, which releases new episodes weekly. For full episode show notes visit https://jessicamoorhouse.com/289
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420 episodes
MP3•Episode home
Manage episode 296371467 series 80332
Content provided by Jessica Moorhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jessica Moorhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Like I mentioned in my last More Money episode (ep. 288), today I’m sharing another bonus episode and we’re talking all about ETFs. I’m joined by Alfred Lee, who is the Director, Portfolio Manager, and Investment Strategist at BMO ETFs. I love any chance I can get to talk about investing and was super excited to go in-depth about ETFs (one of my personal favourite investment products). Alfred is a senior portfolio manager with BMO ETFs and has been a part of their ETF business since its inception over 10 years ago. He currently manages their index-based equities ETFs but also previously managed their fixed income ETF lineup. He also serves as the investment strategist for BMO ETFs and is involved with product design. There is so much to cover with ETFs, including all the different types of index funds, taxation, and the major differences between them and mutual funds. Alfred helps answer all these questions and more in today’s episode. If you want to go even more in-depth when it comes to ETFs, then be sure to check out BMO ETFs' Views for the Desk podcast, which releases new episodes weekly. For full episode show notes visit https://jessicamoorhouse.com/289
…
continue reading
Learn more about your ad choices. Visit megaphone.fm/adchoices
420 episodes
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