Circle Club: Mutual Funds: Avoiding Common Pitfalls

UPDATED FOR 2022! Join us for our October Circle Club Event where we discuss the top 10 Common Pitfalls associated with Mutual Funds.

Like many topics in the financial world, there is a lot of conflicting information out there for the average investor to navigate. Some of the advantages of Mutual Funds include advanced portfolio management, dividend reinvestment, risk reduction, convenience and fair pricing. Disadvantages can include high expense ratios and sales charges, management abuses, tax inefficiency and poor trade execution (Source: Investopedia).

Join us for our 1-hour complimentary workshop conducted by Sam McElroy, PsyD of STRIDE Financial. Invite friends, family or colleagues to join us.


Register Now For Our Upcoming Event

We can help take the guesswork out of the retirement planning process.


Schedule A Complimentary Consultation

Virtual Meetings Available

STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2024 STRIDE Financial. All Rights Reserved. STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors.  A franchise of The Retirement Income Source.
Signup for our newsletter to get updates information, news & insight.