Money Matters Financial Education - August

Please join us Online or use the dial-in information provided below.   No registration required.

The Financial Book Discussion Group meets on the 3rd Tuesday of every month at 7:30pm and is open to anyone.   Podcasts or books are presented each month for education and discussion.

Podcasts:  ETF's vs Mutual Funds

Active ETFs: What Investors Need to Know - Morningstar Panel

Morningstar Panel:  Morningstar Research Services’ Bryan Armour, director of passive strategies research for North America; Ryan Jackson, senior manager research analyst; and Daniel Sotiroff, senior manager research analyst discuss what’s driving the rapid of growth active ETFs and how their tax efficiency and lower costs make them an easy win for investors. The team joins host Sarah Hansen, Morningstar Inc. markets reporter, at the 2024 Morningstar Investment Conference.

As mutual funds mark their 100th anniversary do they still work for investors? - Russel Kinnel

Russel Kinnel is director of ratings, manager research, for Morningstar Research Services LLC, a wholly-owned subsidiary of Morningstar, Inc. He heads the North American Medalist Rating Committee, which vets the Morningstar Medalist Rating™ for funds. He is the editor of Morningstar FundInvestor, a monthly newsletter, and has published a number of prominent studies of the fund industry covering subjects such as manager investment, expenses, and investor returns.

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