Episode #258: Are Your Investments What You Think They Are?


In the past, a common portfolio for a diversified investment strategy might include mutual funds through a mutual fund company. However, another investment vehicle called the exchange-traded fund (ETF) has become more popular in recent years among both institutional and individual investors. This begs the question: how exactly can you track where your money is invested with these positions and what makes more sense for your investment strategy?

In this episode of Money Script Monday, Jackson compares the similarities and differences between mutual funds and ETFs and addresses common misconceptions individuals have when building their investment portfolios.

Resources Provided for This Episode

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About Jackson Cockrell

Jackson Cockrell is a Junior Trading Associate at LifePro Asset Management. He works as a part of the portfolio research and implementation division of LifePro's in-house RIA and delivers tactical strategies for wealth management clients.


This information is meant for educational purposes only.

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