Webinars

Event

Category:: Financial Advisor Webinar Series
Title:: Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning
Presenter:: Anthony Davidow
Company:: Guggenheim Investments
When:: 06/15/12 4:00 PM EST
Slides:: You must be registered and logged into download the slides
Replay:: You must be registered and logged into view this replay
CE Credit:: CFP^®
IMCA
Program Id:750338601
Event rating:

Description

This session covers two strategies for investment professionals in these volatile times: using ETFs in goal planning and an indexing approach that’s historically returned excess returns of 3% annually.

     • How and where to allocate capital
     • Is a more tactical approach appropriate?
     • Alternative weighting methodologies
     • How and where to find yield
     • How to keep clients engaged and dampen emotional swings

Presenter Anthony Davidow is Managing Director and Portfolio Strategist for Guggenheim Investments, which offers a broad range of ETFs. Before joining Guggenheim, Tony was Executive Vice-President for IndexIQ. Prior to that he was Executive Director for Graystone Wealth Management and Senior Vice President for Morgan Stanley’s Institutional Consulting Group. He has been interviewed by CNBC, Bloomberg. Barons, Financial Times, Investment News, and Investment Advisor among others.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.

Note: This webinar is eligible for CFP® CE credit and for IMCA® credit towards CIMA®, CIMC®, and CPWA® accreditations.

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Rating:

4.3

0 of 0 people found the following review helpful

Very interesting - especially coming from (me) a long-time DFA advisor. Intriging way to capture higher diversified yield with their MLP type ETF approach.

Rating:

5.0

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