Virtual Townhall: ETFs and Your Investment Portfolio

Wed, Jan 12, 5:00 PM - 6:00 PM UTC
·Zoom

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Event Information

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 are they different than mutual funds and individual stock?

  • What are the benefits and why would you want them in your investment portfolio?

  • How do they rate when considering tax efficiency, transparency, and flexibility?

No prior knowledge of ETFs required!

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