Finances are more complicated today than ever before. There are as many women out there making financial decisions, as there are men. It can be difficult to get up to speed if you haven't been involved before. First, on today's episode of “America Talks Money”, Kate and Kelly discuss the importance of finding the right financial advice and also what to look for in a financial advisor.
In our parents generation, things were more linear and predictable. Today, many people, especially women, find themselves having to make their own choices about taxes, social security, estate planning and even their pension funds. Listen in as Kate and Kelly talk about the interesting research study, done in September by United Capital, called: “Myth Busters-Women and the financial Services Industry” and the valuable advice offered by CEO Joe Durand.
Second in the show, Kate talks to Andrew Chanin. Andrew started out in 2007 on the floor of the American Stock Exchange, with one of the largest ETF firms at the time. In 2010, he founded his own Exchange Traded Fund company. In todays episode, Andrew talks to Kate about his company and it's products.
•What went into the founding of his company.
•His 'be different' approach, to create new opportunities for investors.
•The two types of ETF's- some needing awareness and others needing education.
•How he makes it simple for investors.
•The different funds he offers and what goes into them.
•How he envisions these ETF's being used in a broader portfolio.
•How this could compliment a more traditional asset allocation strategy.
•The expense ratios involved in these themed, more narrowly focused ETF's, as compared with more broadly based index funds.
Andrew's website: www.purefunds.com
Andrew's email: firstname.lastname@example.org
Kate’s email: email@example.com
Book Recommended: A Fool and his Money by John Rothschild
Kate advises: Google the terms: efficient market hypothesis
dimensional fund advisors