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Virtual Townhall: What is Evidence-Driven Investing and Why Is it Our Strategy?

January 05, 2023
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*Copper Leaf Financial is holding a free virtual townhall on Wednesday January 18th at noon ET.

What is Evidence-Driven Investing and Why Is it Our Strategy?

Guest: Jared Kizer, CFA – Chartered Financial Analyst®, Buckingham Wealth Partners

What are the five tenets of evidence-driven investing and how does this approach differ from other ways of investing? 

Some have defined evidence-driven investing as:  "The process of systematically reviewing, appraising and implementing academic research findings to aid the delivery of optimum investment solutions to investors". But what does that mean in practical terms, and how can we use these principals to help you achieve your goals? 

Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment expert Jared Kizer, CFA® of Buckingham Wealth Partners, this interactive townhall will cover the history and utility of this approach and the reasons why we find it so compelling. 

Click here or on the image to register for this event.

More about Jared Kizer, CFA:

Jared Kizer is the head of investment research for Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. By reading and analyzing the latest research in investment strategy and finance, Jared is able to draw practical applications and apply his findings to help clients improve the structure of their portfolios and achieve their goals. He is also a member of the firm’s Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop its investment strategy recommendations.  For more information about Jared please click here.