In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly. Using the family money talks approach, families can hold engaging and productive conversations about wealth—without discussing assets.
ROUS, a multifactor US equity ETF designed to offer potentially less volatility than cap-weighted indices over a full market cycle, may be a good fit for investors who aren’t sure where the market is headed.
Despite the rapid growth of ETFs, they’re still in the early innings of adoption. Hartford Funds’ Vice President of the Advisory Services Group, Tom Winkler, dives into the evolution of ETF investing and where the space is headed going forward.