Helping Clients Weigh ETF Investing Strategies
Your client sits across from you, scrolling through their phone. They’ve been “researching” exchange-traded funds (ETFs) online. Again.
“I found this AI robotics fund that’s up 47% this year,” they might say. “Should I dump my boring S&P 500 fund?”
They’re not wrong to be led to these ideas. The ETF landscape exploded from a handful of index funds to over 13,000 products globally. In 2024 alone, 1,988 new ETFs launched, according to ETFGI data. That’s more than five new choices every day.
Your clients see the noise: the FOMO-inducing headlines about crypto ETFs and quantum computing funds. They fail to recognize the systematic evaluation process that distinguishes between wealth-building and wealth-destroying decisions.
The…
