Money Checkup With Anjali Jariwala

Sometimes to get a good understanding of something, we need to start with the basics. In today’s episode Kelly Klingaman and I discuss the investment basics to give you a better understanding of what your money can do for you. We will also provide some tools and tips you can use for your next money checkup. As a Regional Director with Dimensional Fund Advisors, Kelly Klingaman works with advisors from across the US on investment, messaging, and business strategy issues in order to sustain, improve, and grow their practice. She graduated from the University of Texas at Austin's McCombs School of Business with a degree in Finance, concentrated in investment management. Kelly has also held the CFP® certification since 2014. What We Will Cover What does “the market” mean when it comes to investing Getting back to the basics: Stocks vs. Bonds Evaluating the risk profiles of stocks and bonds The differences between a mutual fund and an ETF Fees to be aware of when choosing investments Dimensional Fund Advisors’ (“