Ep. 13 - Decoding Phantom Gains in Mutual Funds

Description:
In this episode of "Wealth Roadmap with Jeff & Steve," we delve into the intricate world of mutual funds, shining a light on a lesser-known but significant phenomenon: phantom gains. Join us as we dissect real-life examples of how phantom gains can stealthily accrue within mutual funds, especially when invested using non-retirement dollars. Discover the surprising reality of receiving a tax bill even when your investments suffer losses and gain insights into navigating this complex landscape. Tune in as Jeff and Steve break down essential strategies to mitigate the impact of phantom gains and empower you to make informed decisions for your financial future. Whether you're a seasoned investor or just starting on your wealth-building journey, this episode promises invaluable wisdom to safeguard your assets and optimize your investment portfolio.

Disclosures: Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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