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184: What's in the Bag?

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Manage episode 438788434 series 2938954
Content provided by The North Star. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The North Star 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.
The truth about target date funds and other funds in your portfolio.
When most people hear the word “fund,” they have no idea what it means. Is it safe? Is it risky? A fund is nothing more than an empty brown paper bag. What matters most is what’s inside. On this week’s show we will teach you how to analyze funds and also introduce you to a new financial product called custom direct indexing.
  continue reading

194 episodes

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184: What's in the Bag?

The Momentum Advisors Show

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Manage episode 438788434 series 2938954
Content provided by The North Star. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The North Star 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.
The truth about target date funds and other funds in your portfolio.
When most people hear the word “fund,” they have no idea what it means. Is it safe? Is it risky? A fund is nothing more than an empty brown paper bag. What matters most is what’s inside. On this week’s show we will teach you how to analyze funds and also introduce you to a new financial product called custom direct indexing.
  continue reading

194 episodes

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