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Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned […]
Direct indexing gives investors the ability to mimic the performance of an index such as the S&P 500 by purchasing its underlying stocks to create a customized portfolio. Since you can’t invest directly in an index, most investors will buy an exchange-traded fund (ETF) or mutual fund to replicate its performance. When you own shares […]
What are exchange-traded funds, and what’s the difference between mutual funds and ETFs? In this video, Amy Cattelino, CFP from Pure Financial Advisors explains investing in an exchange-traded fund. Transcript: What are ETFs? An ETF is an exchange-traded fund. That’s what the acronym stands for. Now, think of an ETF like the trendier, younger version […]