184: What's in the Bag? - podcast episode cover

184: What's in the Bag?

Sep 08, 20241 hr 1 minEp. 184
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Episode description

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.
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184: What's in the Bag? | The Momentum Advisors Show podcast - Listen or read transcript on Metacast