Nuts & Bolts of Exchange Traded Funds

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Exchange traded funds offer investors the diversification benefits of mutual funds with the flexible trading of stocks.  Some ETFs are suitable for long-term investment portfolios, while others are complex and built for short-term trading strategies.  Join us to learn the nuts and bolts of exchange traded funds. 


Dave Whitmore, Vice President and Senior Strategist
Investor Education at E*TRADE from Morgan Stanley

Dave has taught investing and trading to thousands of individual investors for nearly thirty years. With expertise in a wide range of topics including stock analysis and selection, technical analysis, risk management, options, exchange traded funds, and futures, Dave has created and delivered compelling education in many settings. He holds an MBA from New York University, a BA in business economics from University of California Santa Barbara, FINRA series 7 and 24, and NFA series 3 licenses. Dave lives in New Jersey with his wife and two college-age kids where he enjoys golf (a lot), skiing, almost all sports on TV, crosswords, Jeopardy, jazz, and backyard ornithology.