Sept. 23, 2014 / Sarasota, Fla. — Raul Elizalde, president and chief investment officer of Path Financial, will lead a free educational roundtable explaining the challenges and pitfalls investors face when dealing with Exchange Traded Funds (ETFs). The roundtable will be presented three times from Sept. 30 to Oct. 2, with each event hosted by First Security Capital Management of Venice, Florida.
Elizalde recently appeared as a “Rapid Fire” panelist during National Financial Advisor Week, an outdoor event held in the middle of Times Square, Sept. 15-19, where he provided insights on headline news stories affecting investors — including the topic of ETFs The popularity of ETF has grown tremendously in recent years because the funds are flexible and low-cost, but some can present significant challenges with potentially dangerous ramifications for an investor’s portfolio. In the Venice presentations, Elizalde will discuss why an ETF sponsor matters; how to know when an ETF is overpriced; ETF liquidity and ratings; how leveraged ETFs can destroy a portfolio; when and why to choose an ETF over a mutual fund; and how to use ETFs to build strong portfolios.
“Path Financial focuses on building and managing ETF portfolios for individuals and families with an eye to controlling risk,” Elizalde says. “We are committed to educating people about their options in managing their investments.”
The free roundtables are open to the public: 10 a.m. Tues., Sept. 30; 2 p.m. Wed., Oct. 1; and 10 a.m. Thurs., Oct. 2. Each event will be held at First Security Capital Management’s EducationCenter in Venice, located at 1491 E. Venice Ave. To register, call 941-483-3732.
Elizalde’s well-researched articles on investing are frequently published online by some of the most respected financial media in the country, including Morningstar, Motley Fool, the Street and Yahoo! Finance. In addition to managing portfolios for Path Financial clients, he serves as the chair of the Asset Management Committee for the State College of Florida Foundation, which manages approximately $51 million in assets.
Path Financial is located at 1990 Main St., Sarasota; for more information, visit pathfinancial.net or call 941-350-7904.