BlackRock®: What is an Exchange Traded Fund (ETF)?

Maura Schauss |

BlackRock® resources shared by CFP® Team at Washington Wealth Advisors

Sharing some perspective from our BlackRock® resources.  Knowledge is empowering and can support you in remaining focused on your goals. 

Exchange Traded Funds, Mutual Funds and iShares

We wanted to share an overview of Exchange Traded Funds covering the various types, benefits and reasons for their popularity.  "Most ETFs are passive investments that aim to match the performance of a certain index, less fees. Many mutual funds, on the other hand, are actively managed by fund managers who seek to outperform market indexes. However, some ETFs are actively managed, and some mutual funds are passively managed." 

We offer this resource from BlackRock® to take a deeper look. 

Read full BlackRock® article

 

Video: Index Funds and ETFs in Your Investment Strategy by Washington Wealth Advisors

Additionally, we offer a "Index Funds and ETFs in Your Investment Strategy" video from our Founder & Managing Partner Maura Schauss, CFP® and Managing Partner Todd Youngdahl, CFP®,  They discuss Index Funds and Exchange Traded Funds - both vehicles have gained in popularity due to their low cost, tax efficiency and increased offerings. Tune in to learn more about Indexes and ETFs tracking the stock market, pricing differences and fees differences.

Video: Index Funds and ETFs in Your Investment Strategy

 

Washington Wealth Advisors and You

At Washington Wealth Advisors, we focus on creating a financial planning strategy for our client’s unique goals that account for risk tolerances and timeline.  Then, that plan is actively and appropriately adjusted so clients remain on track. 

If you’d like to learn more, connect with Washington Wealth Advisors by phone at 703.584.2700, email clientservices@washingtonwealthadv.com or use our online calendar to Schedule a meeting with Us.

 

IMPORTANT WASHINGTON WEALTH ADVISORS DISCLOSURE INFORMATION

ABOUT WASHINGTON WEALTH ADVISORS

Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial planning coupled with asset management—guided by a personalized investment strategy based on each client’s unique goals. Our fiduciary approach, independent advice, and proactive investment management help to support our clients’ overall financial peace of mind.