Episode 11 | Demystifying mutual fund investing, capital gains distributions, fund costs, do funds actually beat their benchmarks?

Join Chris Kaminski & Hao Dang as they demystify mutual fund investing, talk about year-end capital gains distributions, fund costs, and answer if funds actually beat their benchmarks.

Consilio Wealth Advisors

Consilio Wealth Advisors is a leading wealth management firm that serves tech executives, primarily at the large public tech companies in the US. We help hundreds of families build and maintain financial independence, and we assist many families who are fully retired well before age 65.

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Episode 12 | Demystifying ETF investing, tax efficiency of creation and redemption, active ETFs, and more

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Episode 10 | Seven things you can be doing in your financial plan right now