In this episode of Investment Management Foundations, Gary Quinzel, VP of Portfolio Consulting at Wealth Enhancement, breaks down the key differences between mutual funds, ETFs, and individual stocks—covering diversification, fees, trading, and tax efficiency.

Not all wealth managers are created equal. Learn how to spot red flags, avoid hidden fees, and choose a fiduciary advisor who prioritizes your full financial picture—not just your portfolio.

Investment fees aren’t always transparent—but they can cost you thousands. Learn how to identify hidden charges, evaluate value, and make smarter decisions with your financial advisor.