Kelli Grew, CFP discusses Mutual FundsSubmitted by Beacon Financial Planning of Cape Cod, Inc. on April 14th, 2020
Wednesday, April 15th, 2020
Good Morning and Happy Wednesday. Kelli's latest video focuses on the basics of investing and mutual funds. Mutual funds are great because they offer diversification. It's also important to remember that when you invest via a mutual fund there is a portfolio manager that makes strategic decisions on behalf of shareholders (you).
Click below to hear Kelli's latest video on mutual funds
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- Kelli Grew is here for your financial planning and investment needs - Kelli@bfpcc.com
- Michaela is here for your financial planning and investment needs - Michaela@bfpcc.com
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Your Team @ Beacon Financial Planning of Cape Cod