“10 Things That Mutual Fund Companies Won’t Say”

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.

On our most recent radio broadcast, we discussed an article from the Wall Street Journal by Ian Salisbury titled “10 Things that Mutual Fund Companies Won’t Say”.  As the title suggests, this excellent piece lays out ten key points that the author believes mutual fund companies won’t tell investors about their products.  On the show, we walked through each of these points and more importantly, explained how Exchange Traded Funds, or ETFs, avoid many of the issues highlighted in the article.  If you’re still investing in actively managed mutual funds, this article will no doubt have you rethinking your position and taking a hard look at switching to low cost, index-based investments such as ETFs.

In our weekly market update, we provided the latest on the looming “fiscal cliff” and discussed how the financial markets could react if lawmakers fail to reach some form of a productive deal.  In our ETF spotlight segment, we examined a dividend focused ETF (ticker SDY) and explained how in this historically low interest rate environment, high dividend paying equities can be an excellent way to generate income in a portfolio.  We also discussed the impact that the dividend tax rate increase might have on this type of ETF.  Listen to the full show here.

Picture of Nate Geraci
Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

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