The Next ETF

YOUR LINK HERE:

http://youtube.com/watch?v=ehlFGKtU9M4

In this episode of Mullooly Asset video and podcast, Casey Tom discuss an article by Jason Zweig questioning the expansion of exchange-traded funds (ETFs). • They explain what ETFs are, how indices work, and give a recent example of adjustments in the S P 500. The conversation addresses whether investors need to worry about index changes and the importance of long-term investing through ETFs. Tom Case also delve into the proliferation of ETFs, pointing out that the number of funds. They discuss diversification in investment portfolios, the potential pitfalls of overloading on similar funds, and how investors often underperform the funds they own. • The episode concludes with insights on maintaining a diversified portfolio and the anticipation of new ETF strategies in the market. • #ETF #JasonZweig #investing #investments #exchangetradedfund #exchangetradedfunds • #S P500 #dowjones #dowjonesindustrialaverage • #cfp #monmouthcounty #monmouthcountynj #feeonly • #socialsecurity • #fiduciary #financialplanner #financialplanning • 00:00 Introduction and Welcome • 00:23 Understanding ETFs and Indices • 01:03 Rebalancing and Examples • 01:33 Investor Concerns and Strategies • 03:18 Growth of the ETF Market • 05:47 Choosing the Right Number of Funds • 08:49 Diversification and Allocation • 10:22 Investor Returns vs. Fund Returns • 12:26 Conclusion and Future Outlook • Mullooly Asset Management is a fee-only investment advisory firm located in Monmouth County, NJ. We work to educate our clients regarding managing the risk in their investments. We act in a fiduciary capacity with our clients at all times. • Our family of investments advisors (Tom, and his three sons - Brendan, Tim and Casey) are all CFP® Professionals. • To our knowledge, WE ARE THE ONLY FAMILY firm - in the nation - with four fiduciary, fee-only investment advisors who all have earned CERTIFIED FINANCIAL PLANNER™ certification. • Tom Mullooly is an investment industry veteran of over 35+ years. The Mullooly Asset Show, has over 350 episodes and over 450 unique podcasts, which can be found on the site https://www.mullooly.net. • The Mullooly Asset Show answers questions and cover topics that YOU bring up. • Our topics and questions range from those brought up, or sent in, by our viewers. • Get in touch with us here: • Office: • 1971 State Route 34 • Wall Township, New Jersey 07719 • Phone: 732-223-9000 • Website: https://mullooly.net • Facebook: www.facebook.com/MulloolyAsset • Twitter: @mulloolyasset • LinkedIn: @mullooly-asset-management • Email: [email protected] • • None of the content on our videos, podcasts, website or social media should ever be considered to be investment advice, financial planning advice or a recommendation to buy or sell investments. Nor should our content be considered research. Please our website for complete details. • This video is not a recommendation to buy or sell any of the investments mentioned. None of the securities mentioned in this video represent past specific recommendations of Mullooly Asset Management. • We rely on fundamental and technical analysis. Neither fundamental or technical analysis can predict the future, both methods have flaws. Past performance is no guarantee of future outcomes. Any Point Figure charts used have been provided by our good friends at Dorsey Wright Associates.

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