Cover Image for Virtual Townhall: ETFs and Your Investment Portfolio

Virtual Townhall: ETFs and Your Investment Portfolio

Hosted by Copper Leaf Financial
Past Event
Welcome! To join the event, please register below.
About Event

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!