AAII Baltimore Investment Education Chapter
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Mutual Funds or ETFs: Should you own one, the other or both?
ATTEND THIS MEETING TO LEARN:
1. How traditional funds and ETFs can work together in a portfolio.
2. What smart-beta funds are, and whether they truly are smarter.
3. What “stupid alpha” is and whether you look for it in your funds, your adviser or your mirror.
SPEAKERS / SPEAKERS'
Radio/Podcast Host, “MoneyLife”
Chuck Jaffe is a syndicated financial columnist and the host of “Money Life with Chuck Jaffe,” a one-hour weekday financial talk show (moneylifeshow.com). He is the author of several books, including “Chuck Jaffe’s Lifetime Guide to Mutual Funds,” “The Right Way to Hire Financial Help” and “Getting Started in Hiring Financial Advisors.”
Chuck has been a syndicated financial columnist since 1995 – first while based at the Boston Globe and then while based at MarketWatch.com – and his “Your Funds” column continues to be the most widely read feature on mutual fund investing in America. Chuck’s columns ran weekly in the Baltimore Sun for more than 15 years.
$5 per person and per guest with pre-registration
before September 4
$7 per person and per guest with pre-registration after September 4
$10 per person at-the-door if you are not pre-registered
Copyright 2019 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.