EPISODE · Sep 8, 2024 · 1H
184: What's in the Bag?
from The Momentum Advisors Show · host Shaun King
The truth about target date funds and other funds in your portfolio.When most people hear the word “fund,” they have no idea what it means. Is it safe? Is it risky? A fund is nothing more than an empty brown paper bag. What matters most is what’s inside. On this week’s show we will teach you how to analyze funds and also introduce you to a new financial product called custom direct indexing. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thenorthstar.com/subscribe
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184: What's in the Bag?
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