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Welcome to ’It’s All About Clarity®’ the go to podcast for bringing clarity to your financial journey. Join Mark Pearson and the Nepsis team as they share insights to portfolio management, tax strategy and more. Whether you’re interested in investing, retiring, giving, saving, advising or tax planning here ”It’s All About Clarity®’!
Episodes
Sunday Mar 03, 2019
Episode 29 - SMAs vs. Mutual Funds vs. ETFs
Sunday Mar 03, 2019
Sunday Mar 03, 2019
There are so many investment opportunities available that it can be hard to know which ones to take.
In this episode, Mark Pearson compares separately managed accounts (SMAs), mutual funds, and exchange-traded funds (ETFs) to help you make decisions based on clarity.
In this episode, you will learn:
- The respective differences, benefits, and downfalls of SMAs, mutual funds, and ETFs
- Why Nepsis works primarily with SMAs
- The four basics of SMAs and how they work
- How SMAs are impacted by fluctuations in the market
- And more!
Tune in and discover the ins and outs of SMAs, mutual funds, and ETFs!
Resources: Nepsis
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