Kelli Grew, CFP discusses Mutual Funds

Wednesday, April 15th, 2020

Good Morning and Happy Wednesday. Kelli's latest video focuses on the basics of investing and mutual funds. Mutual funds are great because they offer diversification. It's also important to remember that when you invest via a mutual fund there is a portfolio manager that makes strategic decisions on behalf of shareholders (you). 

Click below to hear Kelli's latest video on mutual funds

We are here for you and welcome you to reach out should you have any questions or concerns. 

• Alina Leon is here for all your scheduling needs - Alina@bfpcc.com
• Melissa Kolcz is here for any beneficiary updates or paperwork requests - Melissa@bfpcc.com
• Katie Brennan Kane is here for all your operations and investment requests - Katie@bfpcc.com
• Kelli Grew is here for your financial planning and investment needs - Kelli@bfpcc.com
• Michaela is here for your financial planning and investment needs - Michaela@bfpcc.com

Please stay home and be safe!

With gratitude for your trust,

Your Team @ Beacon Financial Planning of Cape Cod