Stocks, ETFs, and Mutual Funds

A view from the Perch is a podcast covering important financial planning topics from the point of view of a college finance student, a proficient financial planner, and an experienced certified financial planner. Each week we discuss a new topic aimed to educate listeners from the Parrott Wealth Management’s teams research and experiences. This week we are discussing the difference between Stocks, ETFs, and Mutual Funds. We go in depth answering some of the basics about what each one is and some of the things that should be considered when investing into each asset. Later in the podcast we dive deeper into more difficult questions that cover why you would pick one over the other, how to properly diversify, how they are taxed, what PWM invests in, and how actively you should manage your portfolio.