In Part 2 of this special two-part episode, Mark Riepe analyzes the decision of when to sell a mutual fund and an ETF. First, Mark talks with Michael Iachini. Michael is a vice president at Charles Schwab Investment Advisory and head of manager research. He and Mark discuss fund performance, the tax implications of selling, and what to do if the manager of your fund changes.
Next, Mark speaks with Emily Doak. Emily is a managing director of exchange-traded fund research, also at Charles Schwab Investment Advisory. Emily and Mark discuss the premium discount, bid-ask spread, and other factors investors should consider if they’re thinking about whether or not to sell an ETF.
You can go back and listen to part one of this episode, on when to sell a stock and a bond, at schwab.com/FinancialDecoder ( .
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