Virtual Townhall: ETFs and Your Investment Portfolio
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.