Investment Basics 2

06/03/19 • 23 min

Volume 2 of Investment Basics. Here we do an intro to Mutual Funds, ETF's, Index Funds, and Annuities.

Call or text for custom investment plans and consultations:
435-216-3835
[email protected]

Volume 2 of Investment Basics. Here we do an intro to Mutual Funds, ETF's, Index Funds, and Annuities.

Call or text for custom investment plans and consultations:
435-216-3835
[email protected]

Previous Episode

Investment Basics 1

If you feel like you don't know anything about investments, this is a great place to start. From the basics, what is an IRA, ROTH, 401k, Stock & Bond.

Feel free to reach out to Ben @ 435-216-3835 for more education or investment help.
email at: [email protected]

Next Episode

Check your Advisor!

Are you shopping for a financial advisor? If you already have one? This episode helps you learn ways to compare financial advisors, and things to check on to see if they're worth your business. We discuss fiduciary vs. suitability standards, service expectations, and affinity fraud warnings. We also have a special guest, Mark Pugsley, an attorney who specializes in investment fraud.

Contact Ben: 435-216-3835 or [email protected]
Contact Mark: https://rqn.com/attorney/mark-w-pugsley/ or his blog: http://UtahSecuritiesFraud.com