Best Mutual Fund, ETF Opportunities for 2021

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by The Street to discuss ETFs that investment officers are adding to or trimming from portfolios as we start the new year.

Article Excerpt: “I don’t think they are adding anything on a risk-adjusted basis,” said Charles Sachs, the chief investment officer of Kaufman Rossin Wealth. “But if someone wants that for a smaller portion of their equities for the thrill of it, then great.”

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.