There are a LOT of investment opportunities in the world of share markets but directly proportional to it are the risks. With little to no knowledge on hand, many opportunities just come and go. We know this, and that’s why we, at Nucleus wealth, want you to get a fair assessment of the situation and analyze your own POV.
In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, discussed the vast array of index investment opportunities.
Agenda:
- What are indexes
- Index trading opportunities
- Are there really more indexes than stocks
- How do smart beta indexes work
- What is direct indexing
- What is custom indexing
- Outlook
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
Samuel has a Master of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.
