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Virtual Townhall: ETFs and Your Investment Portfolio

January 12

@ 12:00 pm

1:00 pm

What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment strategist Anthony Caruso, CFA® of Dimensional Fund Advisors, we will take a close look at ETFs and answer all of your questions about how they could fit into investment portfolios. We will discuss all things exchange traded funds (ETFs): • How can they be used? • How are they different than mutual funds and individual stock? • How do they rate when considering tax efficiency, transparency, and flexibility? • Why have they become so popular • What makes them a good fit for investment portfolios? *No prior knowledge of ETFs required!* More about Anthony Caruso: Before joining Dimensional, Anthony was a vice president and investment specialist at J.P. Morgan in New York. In this role, he covered the firm’s expanding suite of factor-based ETFs, thematic strategies, and model capabilities. Prior to this role, Anthony was a business strategist and product developer with J.P. Morgan, helping launch and grow the ETF business. A CFA® charter holder, Anthony holds a bachelor’s degree with a major in finance from the University of Dayton.

Details

Date:
January 12
Time:
12:00 pm – 1:00 pm
Cost:
Free
Event Category:
Event Tags:
Website:
https://lu.ma/9n5yl6age-etfs

Organizer

Copper Leaf Financial
Phone:
802-878-2731
Email:
info@copperleaffinancial.com
Website:
View Organizer Website

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