Episode 10 — Exploring ETFs: Part 1



The Sungarden team has noticed that more investors are choosing exchange-traded funds (ETFs) over mutual funds. But what are ETFs and what makes them so popular?

In part one of their mini-series on exchange-traded funds, Rob Isbitts and Vince Esposito sit down to explore all-things ETFs, looking at what they are and why should you care.

In this episode, you’ll learn:

  • How ETFs relate and differ from mutual funds and closed-end funds
  • How ETFs are traded and how that has contributed to their popularity
  • Why Sungarden advises people to stay away from highly leveraged ETFs
  • Why reaching for yield is dangerous
  • And more!

Tune in now and find out what you need to know about ETFs!

Resources:  Sungarden Investment Research | The Street Investing Climate Reports

 

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Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.

 


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