ETF, Mutual Fund, Direct Indexing, Oh My!

Written By Kelly Palmer

Episode 005 | Adviser Checkup Podcast

Do you know how your adviser invests the equities in your account? Ever wonder what the difference between an ETF or Mutual Fund is? Maybe your adviser is using direct indexing and you aren't sure what that is? Listen to this week's episode to learn all of this and more. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Be Financially Well,

Kelly

Kelly Palmer
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