A few comments from listeners when asked what they learned from the webinar:
I am just starting to explore ETFs and now I have a better understanding of how ETFs are created and how tax efficiency works, I was also glad to learn of the JEPI fund for clients that are looking for income. Keep up the great work Tom.
- Roger A.
Much better understanding of how ETFs actually work to be more tax efficient than MFs. That wasn't really as clear to me before...this is very useful knowledge to share at a very basic level with clients.
- Darryle G.
I was not familiar with this product, so it was all new to me. I like the concept. I will consider adding this to my portfolio. I need to consider the tax situation.
- Russell V.
I saw how investment strategies are developed and areas I need to do more research in. Thank for today's seminar. It introduced a new area to me.
- Mark Z.