5 min listen
Past, Present, & Future of Investing In Taxable Accounts
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Past, Present, & Future of Investing In Taxable Accounts
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ratings:
Length:
25 minutes
Released:
Feb 27, 2019
Format:
Podcast episode
Description
Clint & Keith discuss investing in taxable accounts. We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. As index fund popularity grew, exchange-traded funds (ETFs) have grown significantly in popularity. As we look towards the future, are we looking at once again buying a large basket of individual stocks to manage taxation and risk? We discuss the new trend of "direct indexing".
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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
Feb 27, 2019
Format:
Podcast episode
Titles in the series (100)
"Peeling Back the Onion" - Gimme Some Truth, Preview by Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals