Among the most common investment and retirement options are mutual funds and annuities. Big investment firms and insurance companies love to sell them both. Why? Because they’re loaded with fees that are good for their bottom lines. But the best part for said companies is that it is very difficult for the individual to understand what those fees and other pitfalls are and where they might find better alternatives.
In this program, 26-year industry veteran and Founder and CEO of Metric Financial, Tim Baker, CFA will give a layperson’s explanation of how mutual funds and annuities work and how the industry has ignored some potentially better alternatives. We look forward to seeing you and encourage you to bring your own questions!
This was a virtual event. If you missed it, you can watch a recording here.
Tim Baker, CFA is the Founder & CEO of Metric Financial, and is a Registered Investment Advisor dedicated to helping clients lower costs and improve results through factor investing. Prior to starting Metric, Mr. Baker held product development and strategy roles at several firms, including, among others, BlackRock/iShares. There he held numerous roles including Product Strategist in the firm’s Smart Beta Exchange Traded Fund group. He graduated from University of Wisconsin – Madison in 1994 with a degree in Political Science. He is a Chartered Financial Analyst (CFA) and has experience in the financial industry dating back to 1996.