Hosted by Chris Tidmore, CFA with Vanguard Investment Advisory Research Center and Tom Galgano, CFA, CAIA with the Vanguard Group’s Financial Advisor Services.
Index funds seem pretty straight forward – just buy the same amount of each company and you’re done, right? Well, there’s a little more to it than that. So, especially as they are such a large part of the investment landscape, how do they work? During this session we’ll cover a lot of ground from:
During this workshop they will detail:
Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.
If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com
You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
No, we are not offering refunds for membership subscriptions.
Sadly, the membership site is only available for purchase by individuals in the United States.
Chris Tidmore, CFA, is a senior manager in Vanguard Investment Advisory Research Center creating thought leadership in the areas of investments, wealth management, and behavioral coaching. Prior to his current role, Mr. Tidmore was a senior investment strategist in Vanguard Investment Strategy Group, where he led the team that conducts research and provides thought leadership on issues related to alternatives, active management, and investor behavior. Before joining Vanguard in 2015, Mr. Tidmore managed the Geneva Arbitrage Fund, which focused on event-driven investment strategies. In other capacities, he worked as an arbitrage trader and portfolio manager for a large family office and as an options market maker on the American Stock Exchange. Before shifting to the securities industry, he was employed as an auditor, providing audit, accounting, and consulting services.Mr. Tidmore has developed and taught classes on diverse financial and investment topics for various institutions and universities. He is a frequent speaker at industry conferences and has published white papers on a variety of investment-related topics. He earned a B.S. in accounting at the University of Delaware, is a CFA® charterholder and certified public accountant, and is an investment committee board member of the Chester County Community Foundation and past president of the CFA Society of Philadelphia.
As a Maine native, I have lived in several coastal communities. I now live in Yarmouth with my husband, our children and two dogs. Over the years I have developed a personal understanding of many schools, communities and their range of offerings.
Sharing my local expertise and connections is vital to my clients and contributes to their ability to make informed decisions.
Prior to my career in real estate, I worked for a reinsurance company marketing and implementing products across the United States. I left that career with the start of my family- which also allowed me to follow my other loves – photography and real estate!
My husband Drew & I decided to move back to Yarmouth in 1997- the town in which we had both spent part of our childhoods. We love it here! After our experiences living in New York and Virginia, we decided the quality of life we wanted included being able to access the beauty and community of Maine.
Daily walks in the woods and along the ocean, short drives to the ski slopes, easy access to the water – I enjoy it all! When I am not working, I can be found paddle boarding, boating, hiking, swimming, cooking and dining with friends and family!
-Mary Washington College, Virginia
-Falmouth High School, Falmouth ME
Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan