Quint (host)
speaker
33,109 appearances
164 recordings
1 series
first heard Dec 2024
last heard 31 Jul
Quint (host)’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 90 in all, peaking in Dec 2025 with 14.
Appearances
So I can look at this truly as a perspective of a retail investor and understanding what it is that you're paying for.
So Ali, why don't you lead us off and kind of talk about maybe some of the pitfalls that people fall into when it comes to expense ratios or fees that people are not aware of.
Well, there's two different areas here.
And one is the expense ratio within a fund or an investment, which you did an exceptional job describing.
I'm a big believer of making sure you're utilizing the lowest expense ratio you possibly can.
In fact, I have a personally a large position that I've had for many years in QQQ, the NASDAQ 100.
And there is a cheaper option that tracks the NASDAQ 100.
I think it's like QQQM or something like that.
It's not investment advice.
So why wouldn't I switch?
It's real simple.
I have a huge tax gain in the QQQ.
And if I sell it, I will unlock that tax gain just to go into the QQQM.
That makes no sense for me.
However, any new dollars or rebalancing or anything that I do in all of my allocation and my funds, I will always seek out the lowest cost ETF or index option out there.
No question about it.
Now, that is on the expense ratio side.
Let me dovetail and say you mentioned a fee for advising.
So I'll ask you, Allie, as an advisor, why would someone pay you...
1%, and I know that's your all's fee, and many other firms are higher, why would anyone pay you 1% to manage their funds, especially if it's going to be a passive or an asset allocation that you might not change all that much?
Showing 1041–1060 of 33,109 · page 53 of 1656
← Previous
Next →