The role of exchange-traded funds in your plan

These are popular because investors can trade them at any point during the market day. Also, these funds focus on emerging markets, stock sectors or specific industries.

Are exchange-traded funds for you?

ETFs allow investors to access traditionally expensive stocks at a lower cost. Fees for an ETF from its expense ratio are typically lower than actively managed mutual funds. Other features include greater transparency and better tax efficiency in taxable accounts.


ETFs only incur capital gains when you sell the fund.

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We believe in true service, so we don’t just share with you our knowledge—we work alongside you.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.

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Preparing for initial meeting

Gather financial statements and start a list of your current and future financial goals.
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Our advisors

As your wealth management partner, we’re united in our mission to help you pursue your financial goals.

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Education and tools

A few simple resources, like market information and calculators, can make managing your money so much easier.