ETFs offer investors diversification, liquidity, low costs, transparency, tax efficiency, and easy entry with small investments. Beyond traditional stocks and bonds, new ETF structures now provide access to asset classes like Private Credit and Cryptocurrency, once limited to wealthy investors. These features make ETFs a powerful tool for building wealth, managing risk, and customizing portfolios to meet financial goals.

On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...