When shopping mutual funds, sorting through the vast number of categories can be a bit like picking from a ten page French restaurant menu. Nathan and Steve explain the differences between the various fund categories to help you make sense of the many available options. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of how Charles Schwab helped to bring Wall Street to the middle class.
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 6/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!