Upcoming Chapter Meeting: AAII San Diego

Posted on March 29, 2014 | Local Chapters


Date: Saturday, April 5, 2014
Topic: Exploring the Power of ETF-Based Investing
Speaker: Herb Morgan, CEO and Chief Investment Officer, Efficient Market Advisors LLC

Exchange-traded funds (ETFs) are rapidly approaching $2 trillion in assets in the U.S. alone, making them the most quickly adopted financial product in history. As an early adopter of these funds, Herb Morgan will explain ETFs, the tax advantages they confer, and how to build a diversified ETF-based portfolio.

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