The ETF Innovation

Are we seeing the beginning of the end of traditional mutual funds? ETfs have proven their worth as an investment vehicle that is in many ways better than a regular open-end fund. Will ETFS take over the investing world? Plus, we talk about why some Wall Street firms are accepting crypto into their midst, with one major exception, Vanguard. We also take some questions from listeners:

  • Is it better to give money to family from and IRA or brokerage fund?

  • What's inportant in an advisors Form ADV, Part 2?

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Too Many Choices?

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Harvesting Equity Wealth