Virtual Town Hall Recording: ETFs and Your Investment Portfolio

To view the recording of this 01/12/2022 virtual townhall please click here.

Virtual Townhall: ETFs and Your Investment Portfolio
Wednesday, January 12th, 2022
12pm – 1pm
Via Zoom

Guest: Anthony Caruso of Dimensional Fund Advisors

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!*

Click here or on the image below to register.

More about Anthony Caruso and Dimensional Fund Advisors:

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.

Similar Posts