Hosted by Aaron Nelson and Kelly Clary, advisors with Waverly Advisors.
SESSION #9: Stocks/Bonds, Mutual Funds and ETFs
Let’s be honest, investing can be intimidating. There are numerous options out there, and it can be hard to figure out which ones are right for your portfolio.
Watch the video recording below as we discuss the following investment vehicles—Stocks/Bonds, Mutual Funds and ETFs. This Webcast Series is hosted by Aaron Nelson and Kelly Clary, advisors with Waverly Advisors.
You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors. This video reflects information available at the time it was recorded and should be used as a reference only. Talk to your Waverly Advisors, or a professional advisor of your choosing, for the most current information or for guidance specific to your situation.
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