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A 2024 resolution for all mutual fund investors: Ask yourself if you would be better off with a move into exchange-traded funds.

ETFs still hold a fraction of the assets invested in mutual funds, but with much more growth momentum. Investors are moving to ETFs primarily because they’re much cheaper to own than mutual funds, but there are other benefits as well. Traditional ETFs simply mirror the returns of well-followed stock and bond indexes, which makes them easy to understand and deploy in a diversified portfolio. ETFs also offer opportunities to explore new market niches like crypto and AI, even if that type of investing is highly speculative and not for everyone.

Explore the Modern Advisor Platform – Risk-Free!

We’re inviting you to experience the innovative Modern Advisor platform.
Be onboarded (even for a trial account!) and we’ll let you use $1,000 of MA’s funds.

The best part? Any gains are yours to keep if you open an account within 30 days of starting the trial. It’s a fantastic way to get a feel for our platform with no risk to you. Ready to give it a try? Get in touch with us today to get started!