Ep 19: The Ins and Outs of Mutual Funds

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Nearly everyone invests in mutual funds at one point or another, but is that the best strategy for your retirement plan? As the landscape continues to change, we wanted to look at the ins and outs of mutual funds to give you a better understanding of what you’re buying into. We’re joined by advisor Kasey Byrd to talk about our strategy when it comes to this investment option.


Read more on this topic here: https://principalpreservationservices.com/ep-19-the-ins-and-outs-of-mutual-funds/ 


Today’s rundown: 

1:12 – Welcoming on a guest today, Kasey Byrd.

2:57 – What percentage of our clients own mutual funds when they come to see us?

5:02 – Understanding expense rations and the three classes of mutual funds.  

8:14 – Explain what the term ‘loaded’ means?

9:07 – Even though they’re actively managed, mutual funds still don’t have much flexibility when downturns occur.

10:14 – What tax considerations do we need to make with mutual funds?

12:04 – So what’s the future of mutual funds? Do they have a purpose?

15:25 – Mailbag Question: My husband’s military pension is a nice benefit but I won’t get any of it when he dies. That was a mistake in retrospect but how can we address this problem moving forward?

18:08 – Mailbag Question: Because of a mutual friend, I have the opportunity to work with an advisor who works primarily with people who have $5 million or more. Do you agree that this is a great opportunity for me?

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