This webinar will be presented by Richard (Rick) Ferri. Rick is responsible for research and education at Portfolio Solutions and is also a member of the firm’s investment committee. Rick has over 25 years of experience in the investment industry, including more than 10 years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a BS degree in business and from Walsh College with an MS degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively, including six books on low-cost investing using index funds and ETFs. His blog is www.RickFerri.com. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps, where he flew fighter aircraft.
Description: What is the difference between Investment philosophy and investment strategy? REITs and your portfolio: What is the best way to add real estate as an asset class? What is the best way to use REITs? Bond ladder or bond fund? When is one better than the other? Smart beta: What is it? How to use it – or not use it? Vanguard, DFA, or both? Rebalancing: Is it needed, and how often? What is the best way to be tax-efficient with our investment strategies? Learning objectives: • Recognize the difference between investment philosophy and strategy • Why REITs offer a different risk exposure than single-family homes • Why a bond ladder works in some bond segments and not others • Understand what smart beta is and how to decide if or when to use this strategy • Learn why rebalancing is more important in some asset allocation strategies than others • Recognize there is no one-size-fits-all answer to being tax-efficient in portfolio management
1 CFP CE – Investment Planning 1 NAPFA CE – Investments 1 NASBA CPE – Specialized Knowledge
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Thanks, Robyn