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The AAII Houston Chapter presents...


"What’s Inside Your ETF?"

    Discussed by:

    Michael Rawson
    ETF Analyst, Morningstar

Exchange-traded funds (ETFs) are often touted as a tax-efficient, transparent investment. But that is not always the case. In this presentation, Michael Rawson of Morningstar will discuss how to analyze ETFs and why you should not just rely on the name of the ETF when selecting investments. ETFs that offer exposure to different asset classes can have different tax treatments and may not give you the precise exposure you expect. He will conclude with a discussion of investment ideas for the current environment.

Attend This Meeting and Learn...
How to research and analyze exchange-traded funds (ETFs)
About the tax treatments of different ETF asset classes
About investment ideas for the current economic climate

  MEETING DETAILS
Date:
Tuesday, November 8, 2011
Time:
6:00 p.m.    Registration/Social/Refreshments
7:00 p.m.    Program
8:00 p.m.    Q&A
Location:
Sosa Community Center
1414 Wirt Road
Houston, TX 77055
713/956-0881
[ Map This Location ]

Pay Online ยป
Payment:
In Advance (by 11/3)
AAII Member and Family, $15/person; Nonmembers, $20/person
At the Door
Space permitting.
Everyone, $20/person
No Refunds

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