Latest / Simplicity Retirement Blueprint

Magnificent 7 Still Supreme? Plus Mutual Funds, ETFs, SMAs Oh My...
For years, much of the S&P 500 growth has been attributed to a handful of companies in a couple of sectors. But recent outlooks question how long the tech and AI growth can last. Does betting on their continued dominance still make sense? We've all heard of these investment vehicles: mutual funds, exchange traded funds (ETFs) and separately managed accounts (SMAs). But what do these acronyms mean? How can we best use them in different account types to help build a portfolio and retirement plan that makes sense for you? Find out today on the Simplicity Wealth Blueprint Show. Ready to take the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.