Everand Logo

Welcome to Everand!

  • Kiplinger

    Mutual Funds vs. ETFs: Why Choose One When You Can Use Both?

    by Craig Kirsner, Investment Adviser Representative, President, Stuart Estate Planning Wealth Advisors Sep 02, 2019 5 minutes

    Both mutual funds and exchange-traded funds (ETFs) are designed to give investors great diversification. For example, instead of just investing in a few technology stocks, buying a technology stock mutual fund or ETF would allow you to own dozens or more than 100 technology stocks at the same time so you don't have all of your eggs in just a few technology stocks.

    Diversification is one of the best rules an investor can use to protect principal. The downturn of one company's stock doesn't affect your returns nearly as much if you have a diversified mutual fund or ETF.

    Active mutual funds perform better in down markets

    There is no shortage of arguments in the active-vs.-passive investment management debate, with brilliant minds arguing each side.

    found that active U.S. stock funds succeeded nearly twice as often in

    You’re reading a preview, subscribe to read more.

    More from Kiplinger

    Kiplinger5 min read
    As the Market Falls, New Retirees Need a Plan
    Anyone newly retired or nearly so must feel like they have the worst timing in the world. A portfolio tends to be largest near retirement, just before those savings are about to be drawn down. These days, however, most portfolios have lost value; the
    Kiplinger2 min read
    Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
    Plenty of retirees like to give back to their communities through charitable donations, but questions often arise over the best way to do that. What approach is efficient, provides the tax benefits you’re after, and also is advantageous for the chari
    Kiplinger3 min read
    I’ve Inherited a Lot of Money. Now What?
    It’s no surprise that many people who inherit millions of dollars are uncertain about what to do with their newfound wealth. The possibilities of becoming a multimillionaire overnight can be overwhelming, especially during a period when most are grie

    Related Books & Audiobooks