Mutual Funds vs ETFs vs SMAs Oh My...

For years, much of the S&P 500 growth has been attributed to a handful of companies in a couple of sectors. But recent outlooks question how long the tech and AI growth can last. Does betting on their continued dominance still make sense? We've all heard of these investment vehicles: mutual funds, exchange traded funds (ETFs) and separately managed accounts (SMAs). But what do these acronyms mean? How can we best use them in different account types to help build a portfolio and retirement plan that makes sense for you? Find out today on the Simplicity Wealth Blueprint Show. Ready to take the next step? If today’s episode sparked questions about your own retirement, we’re here to help. Schedule a complimentary, no-obligation consultation with our team. Visit www.SimplicityWealth.com/Columbus-Ohio Or give us a call at (614) 917-1040 The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode. The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances.See omnystudio.com/listener for privacy information.