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Mark Renz is a financial adviser and a sales representative for over two decades and has utilized his expertise in serving as an investment adviser for high-net-worth families since 2001. He is currently the Chief Investment Officer for an independent multi-family office, Socius, which provides honest guidance and shrewd management to preserve, protect, and build their clients\\u2019 estate.

This episode explains the basics and fundamentals of mutual funds. Mark defines what a mutual fund is and other mutual funds that we might not be aware of. He teaches some strategies on how to beat the market, how to manage funds, and how to achieve greater returns. Listen in and learn more about this investment platform.

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Links:

Website -\\xa0Socius.com/team/mark-renz

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Books:

MONEY Master the Game

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Time Stamps:

05:14 \\u2013 Mark\\u2019s background in finance

07:37 \\u2013 What is a family office?

10:21 \\u2013 What are Mutual Funds?

11:46 \\u2013 Types of Mutual Funds

13:57 \\u2013 How large is the mutual fund market?

15:06 \\u2013 Importance of fees in selecting a mutual fund

20:49 \\u2013 Active management funds

26:15 \\u2013 Dimensional Funds: Who & What they are?

31:36 \\u2013 Who can invest in dimensional funds?

33:37 \\u2013 Biggest mutual fund companies

41:52 \\u2013 Returns/Dividends strategy

48:56 \\u2013 Fee Structure and Transparency

55:47 \\u2013 Tools that can be used for transparency

59:36 \\u2013 Mark\\u2019s personal investment portfolio

63:10 \\u2013 Recommendations in buying stocks

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