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Exchange Traded Funds and Annuity

Exchange Traded Funds and Annuity



Shmooge was dying for a break. His eyes were burning from all the reading and, sadly, he was only halfway through Lisa’s handout. He glanced around his room and saw her sitting in a corner, scribbling something in a notepad. “Lisa, what do I need to know about ETFs? Are they on the 6?”

Lisa looked up. “You don’t need to know a ton about exchange traded funds (ETFs) for the exam, but you do need to know the basics.”

“Like what?”

“Like the fact that ETFs are organized...

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