Best In Wealth Podcast

Scott Wellens

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Understanding the Mutual Fund Landscape

4/12/2024 • 20 min

The mutual fund landscape is complex, with thousands of choices. In fact, at the end of 2023, there were 4,722 US-domiciled funds that we could choose from. Of those, 2,043 were from US equities, 1,124 were international funds domiciled in the US, and over 1,500 were bond funds. If you add all the money from these funds, it totals 10.6 trillion dollars. $5.4 tr… Play episode

Solving the Two Biggest Retirement Problems
Do Roth Conversions Make Sense For You?
The Positive Impact of Uncertainty
Why Your Portfolio Should Be Internationally Diversified
How Often Should You Look at Your Investments?
Should You Invest in the Magnificent Seven?
Charlie Munger’s Life Lessons
The Average Net Worth of US Households by Age
Is American Household Wealth Growing?
5 Life Lessons Kids Need to Learn
Will We See a 4th Quarter Rally?
End-of-Year Financial Planning Issues to Consider
The 9 Traits of a Happy Retirement
3 Important Observations on Wealth and Health
Will Social Security Run Out by 2023?
The Pros and Cons of Owning a Second Home
Dissecting the Illusion of Moral Decline
How to Choose a Financial Power of Attorney
The Importance of Staying Disciplined in Asset Classes
Are You Rich?
The Concept of Work Ethic vs. Life Ethic
Why A Recession Shouldn’t Be Scary
Inflation: Why There’s Reason to Remain Hopeful
March Madness: Your NCAA Bracket vs. Investing
How Vacations Make You Wealthier
What is Your TRUE Net Worth?
Savings Accounts: Earn the Interest Rate You Deserve
Withstanding the Roller-Coaster of Investing
The Psychology of Spending
Can Your Investment Plan Withstand the Stock Market?
Stick With It: How to Build Good Habits in the New Year
Say Goodbye to Bad Habits in 4 Steps
What is Driving the Stock Market Gains?
The Best in Wealth Guide to Understanding Medicare
The Pros and Cons of Being Rich
How 17 Different Countries Define Meaningful Lives
How Do You Earn More Time?
7 Tips to Help You Navigate Money in Your Marriage
8 Reasons to Remain Positive about the Stock Market
What Should Your Net Worth Be Right Now?
Giving Money to Loved Ones: 4 Things You Need to Consider
Three BIG Questions to Ponder
The FIRE Movement Retirement Strategy
The 6 Traits that Make You a Smart Person
Timing the Market? Here’s What It’ll Cost You
The Basics of Tax-Loss Harvesting
Don’t Let Recency Bias Destroy Your Retirement
Should You Buy I Bonds?
To Buy or to Lease? How to Choose the Right Option for You

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