Upcoming Chapter Meeting: AAII Milwaukee


Date: Thursday, October 18, 2012
Topic: What’s Inside Your ETF?
Speaker: Michael Rawson, CFA, ETF Analyst with Morningstar

Exchange-traded funds (ETFs) are often touted as tax-efficient, transparent and efficient investment vehicles. 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 before investing. 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 ETF investment ideas for the current environment.

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