How did the 30 year anniversary of the first Exchange Traded Fund (ETF) remind Jeremy of his greatest fear? Jeremy discusses that, and how ETFs differ from Mutual Funds. Jeremy also describes how taxes can pass through to investors of a Mutual Fund, even when the value of the fund goes down, and some ideas to consider to help mitigate that problem. Finally, Jeremy and his wife don't do dinner out on Valentine's Day anymore. Why not, and what do they do to keep the romance alive? Take a listen!
How did the 30 year anniversary of the first Exchange Traded Fund (ETF) remind Jeremy of his greatest fear? Jeremy discusses that, and how ETFs differ from Mutual Funds. Jeremy also describes how taxes can pass through to investors of a Mutual Fund, even when the value of the fund goes down, and some ideas to consider to help mitigate that problem. Finally, Jeremy and his wife don't do dinner out on Valentine's Day anymore. Why not, and what do they do to keep the romance alive? Take a listen!