Investment Vehicles: Having a Vehicle for Any Terrain

If investing was a race and each day you did not know the location or terrain you would be racing on, it would be a good idea to come prepared with a few different kinds of investment vehicles. Today, Paul explains how the industry tries to either sell you a vehicle that would have worked well yesterday or may work well in the future. Paul wants everyone to know that you can understand enough about investing to become a confident investor. Listen along as Paul, Evan, and James explain how to avoid being sold on flashy investment ideas and build an investment portfolio that will help you get to the finish line. Later in the episode, Paul talks about companies who claim to have low or no management fees, but are charging you for something that is hard to see or understand. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.