In this episode, Mark covers:

  • Transparency: There is a lack of information when it comes to trading mutual funds. What you are buying (or selling) within the fund is not always transparent and some information is even delayed. This creates a challenge when you need fund information to make investment decisions.

  • SMAs (separately managed accounts): SMAs allow you to take complete control with  how your money is being managed. The benefit of SMAs is that the investor retains beneficial ownership of the underlying securities and often has better transparency with regards to those securities.

February 6, 2017