Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning

Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning
Anthony Davidow06/15/12 4 PM ESTIWIProgram Id: 750338601

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. 


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


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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(Updated: June 14, 2012)
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5.0

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

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(Updated: June 14, 2012)
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5.0

I enjoyed the statistical analysis regarding his equal weighting on portfolio holdings.

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(Updated: June 14, 2012)
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4.0

very good

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(Updated: June 14, 2012)
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4.0

Interesting data, not sure about the expense ratios..

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(Updated: June 14, 2012)
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4.0

Informative

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