September 2017 Chapter Meeting

Mutual Funds or Exchange Traded Funds (ETFs): Should you own one, the other or both?

Chuck Jaffe, Editor, RagingBull, syndicated financial columnist

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518

Saturday, September 9 at 10:00AM
$5 at the door for everyone. No advanced reservations

Conventional wisdom has become that exchange-traded funds (ETFs) are “better” than traditional mutual funds, and that “smart-beta” funds are the highest evolution of the ETF. It’s why traditional funds have been abandoned by a lot of ordinary investors who question whether they remain an effective financial tool. This session will help you sort the truth from the fiction, the reality from the marketing hype and challenge conventional wisdom to help you decide if what you own—and what you are looking at—is really right for you and capable of reaching your goals.

Attend this meeting and learn

  • How traditional funds and ETFs can work together in a portfolio.
  • What smart-beta funds are, and whether they truly are smarter.
  • What “stupid alpha” is and whether they personify it.

About our Speaker

Chuck Jaffe is editor at — a site by traders and for traders — covering stocks, options, ETFs, and how to use them in day– and swing trading all the way to long-term investing. He is also the host of “Money Life with Chuck Jaffe”, a weekday radio show/podcast ( Chuck has been a syndicated financial columnist since 1995 — first while based at the Boston Globe and then while based at — and his “Your Funds” column continues to be the most widely read feature on mutual fund investing in America.

Discover more from American Association of Individual Investors, Research Triangle Chapter

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