Managed Portfolio vs ETFs, MMFs, Bonds
Financial planning is about strategically managing your wealth. While it might seem straightforward to invest in an ETF tracking the S&P 500 and expect your portfolio to grow over time, this approach can overlook important factor like risk management. Relying on a single asset class exposes you to unnecessary risks, which might not align with your financial goals.
Strong financial plan looks at the trade-offs between risks and returns while considering your personal goals and time horizon.
In this course, we examine the risks and growth opportunities associated with ETFs, Bonds, and MMFs. We cover Managed Portfolios, highlighting their benefits beyond just investment options, such as opportunities for tax optimisation, legal advice, stock options, picking life and health insurance, retirement planning, and more.