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ETFs and Your Investment Portfolio
January 12, 2022 @ 12:00 am
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 take a close look at ETFs and answer all of your questions about how they could fit into investment portfolios.
We 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?
To view the recorded event please click here.