When Should You Sell? Part 2: Mutual Funds and ETFs

In Part 2 of this special two-part episode, Mark Riepe evaluates the choice of when to sell a shared fund and an ETF. Initially, Mark talks with Michael Iachini. Michael is a vice president at Charles Investment Advisory and head of supervisor research. He and Mark go over fund performance, the tax implications of selling, and what to do if the manager of your fund modifications..

Next, Mark talks to Emily Doak. Emily is a handling director of exchange-traded fund research, likewise at Charles Financial Investment Advisory. Emily and Mark go over the premium discount, bid-ask spread, and other factors financiers should consider if they're considering whether to offer an ETF.

You can go back and listen to part one of this episode, on when to offer a stock and a bond, at schwab.com/FinancialDecoder ().

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Crucial Disclosures:.

Investors should think about carefully details contained in the prospectus or, if readily available, the summary prospectus, consisting of investment objectives, risks, charges, and expenditures. Please read it carefully before investing.

The details offered here is for general informative purposes just and need to not be considered a personalized suggestion or tailored financial investment advice. The financial investment strategies pointed out here might not be suitable for everybody. Each financier requires to examine an investment technique for his/her own particular scenario before making any investment choice..

All expressions of viewpoint undergo change without notification in response to shifting market conditions. Information consisted of herein from third-party providers is obtained from what are thought about trusted sources. However, its precision, efficiency or dependability can not be ensured..

Examples provided are for illustrative functions only and not meant to be reflective of results you can anticipate to achieve.

Investing involves threat including loss of principal.

Indexes are unmanaged, do not sustain management costs, costs and expenses and can not be bought directly. To learn more on indexes please see www.schwab.com/indexdefinitions ()..

Past performance is no warranty of future results and the opinions provided can not be viewed as an indicator of future performance.

This details does not make up and is not meant to be an alternative to particular customized tax, legal, or investment planning suggestions. Where specific suggestions is needed or appropriate, Schwab advises assessment with a qualified tax consultant, CPA, financial coordinator, or financial investment manager.

Charles Schwab Investment Advisory, Inc. (" CSIA") is an affiliate of Charles Schwab & Co., Inc. (" Schwab").

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When Should You Sell? Part 2: Mutual Funds and ETFs

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