Episode #258: Are Your Investments What You Think They Are? By Jackson Cockrell | October 10, 2022 Investments, Money Script Monday Share this post Share Tweet Share with a client Share with a colleague 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 Video Transcription Whiteboard Image Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now! Have any questions? Give us a call at 888-LIFEPRO or email us at firstname.lastname@example.org. Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away! The information here is presented by licensed professionals and not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. These videos are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice. Investment advisory services offered through LifePro Asset Management, LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly. About Jackson CockrellJackson 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.