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Financial Information, Money Matters: ETFs and Mutual Funds


While mutual funds and ETFs share similar traits, there are differences between the two that investors must consider to ensure they make the appropriate investment decisions.
Erika Safran, CFP is  president of  Safran Wealth Advisors, a fee only firm committed to providing expert personal financial planning and  wealth management to clients.  The goal of the firm is to help clients meet their life financial goals by delivering expert, unbiased advice and management, and  placing clients’ interests first.  In addition to serving clients, Erika is an advocate of financial literacy and a regular speaker on financial planning topics ,especially at SIBL.
Presented by the Financial Planning Association of New York.

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