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What’s the difference between individual investments vs mutual funds and ETFsVideo

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Video ADA Text: What’s the difference between individual investments vs mutual funds and ETFs video

Transcript Browser Title: What’s the difference between individual investments vs mutual funds and ETFs

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Video Id: 6340431675112

Audio Description Video Id: 6340432469112

Length (seconds): 91

Transcript: <h2>Side note:<br> </h2> <p>Background music plays.</p> <h2>Text on screen:</h2> <p>This video opens with a title: 'Ask a Money Mentor.'</p> <h2>On screen:</h2> <p>A J.P.Morgan Wealth Management logo appears below images of a bearded man in glasses and a yellow sweater, who interviews and laughs in a studio office.</p> <h2>Side note:</h2> <p>A bold disclaimer in a text box reads:</p> <h2>Text on screen:</h2> <p><strong>INVESTMENT AND INSURANCE PRODUCTS:</strong></p> <ul> <li><strong>NOT A DEPOSIT</strong></li> <li><strong>NOT FDIC INSURED</strong></li> <li><strong>NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY</strong></li> <li><strong>NO BANK GUARANTEE</strong></li> <li><strong>MAY LOSE VALUE</strong></li> </ul> <h2>On screen:</h2> <p>A question appears over white:</p> <h2>Narrator:</h2> <p>What’s the difference between individual investments vs. mutual funds and ETFs?</p> <h2>On screen:</h2> <p>The advisor speaks to the camera as text appears:</p> <h2>Text on screen:</h2> <p>'David W. Davis, Advisor, J.P.Morgan Wealth Management.'</p> <h2>David W. Davis:</h2> <p>When buying investments like stocks or bonds, you have some choices. You can either research the individual securities to try to find ones that are right for you, or you can buy a mutual fund or exchange-traded fund, also known as an ETF, which are professionally-managed portfolios. Buying individual stocks or bonds has the potential benefit of doing really well. But there’s a risk that these individual investments don’t work out. It’s like manning the record player at a party and hoping you pick the right mix of songs.</p> <h2>On screen:</h2> <p>A hand moves a needle onto a spinning record.</p> <h2>David W. Davis:</h2> <p>You can pick a great song, but you also risk playing a terrible one. Mutual funds and ETFs are professionally-managed funds.</p> <h2>On screen:</h2> <p>A bulleted list appears:</p> <ul> <li>Stocks</li> <li>Bonds</li> <li>Both</li> </ul> <h2>David W. Davis:</h2> <p>Investors can invest in a portfolio of stocks, bonds, or both, which allows them to own many different investments at the same time. These funds are like opting for professionally-curated playlists that suit your mood.</p> <h2>On screen:</h2> <p>A record cover reads: 'Asset Mix Volume One.' Then a bulleted list appears:</p> <h2>David W. Davis:</h2> <p>Important information including investment objectives, fees, and risks can be found in the prospectus for the fund. Owning individual securities, mutual funds, and ETFs can all be investment options and you can find a mix that’s suitable for you.</p> <h2>On screen:</h2> <p>A titled list appears over gray:</p> <ul> <li>Investment objectives</li> <li>Fees</li> <li>Risks</li> </ul> <h2>Text on screen:</h2> <p>A titled list appears over gray: 'Individual Investments Versus Mutual Funds and ETFs.</p> <ul> <li>One: Mutual Funds and ETFs can provide diversification.</li> <li>Two: Buying individual investments, mutual funds and ETFs means you have to research and monitor them.</li> <li>Three: Create a mix that's right for you.'</li> </ul> <h2>On screen:</h2> <p>The video closes with a logo over white:</p> <h2>On screen:</h2> <p>J.P. Morgan Wealth Management logo.</p> <h2>Side note:</h2> <p>Legal disclosures:</p> <h2>Text on screen:</h2> <p>Asset allocation/diversification does not guarantee a profit or protect against loss.</p> <h2>Side note:</h2> <p>A disclosure in bold continues:</p> <h2>Text on screen:</h2> <p><strong>When investing in mutual funds or exchange-traded and index funds, please consider the investment objectives, risks, charges, and expenses associated with the funds before investing. You may obtain a fund’s prospectus by contacting your investment professional or visiting the fund company’s website. The prospectus contains this and other information, which should be carefully read before investing.</strong></p> <p><strong>Investing in securities involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Outlooks and past performance is not a guarantee of future results.</strong></p> <h2>Side note:</h2> <p>Text continues in regular:</p> <h2>Text on screen:</h2> <p>In general, the bond market is volatile, bond prices rise when interest rates fall and vice versa. Longer term securities are more prone to fluctuation than shorter term securities. Any fixed income security sold or redeemed prior to maturity may be subject to substantial gain or loss. Dependable income is subject to the credit risk of the issuer of the bond. If an issuer defaults no future income payments will be made.</p> <p>The price of equity securities may rise or fall due to the changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. Equity securities are subject to 'stock market risk' meaning that stock prices in general may decline over short or extended periods of time.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through <strong>J.P. Morgan Securities LLC</strong><b> </b>(JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. JPMS and JPMorgan Chase Bank, N.A. (JPMCB) are affiliated companies under the common control of JPMorgan Chase &amp; Co.</p> <p>&nbsp;</p>

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