ARTICLE

Investment Vehicles

by: Michael Mueller, Senior Financial Planner

September 26, 2024

Investing focuses on growing wealth over time through various investment vehicles, such as individual stocks, bonds, CDs, mutual funds, ETFs, and investment trusts. Mutual funds and ETFs, in particular, offer diverse options for investors seeking to balance risk and return.

In this video, Michael Mueller dives into the world of investment vehicles, focusing in this episode on two prominent options: Mutual Funds and ETFs. Discover the key differences between these two types of investment vehicles, including their costs, trading flexibility and management styles.

As always, we are available and ready to answer your questions on these or other topics related to investments and financial planning. Please call us at 404-874-6244 or email us here.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.