Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace.

Douglas and Jon discuss: 
- Jon’s start in the ETF and model portfolio industry
- Current ETF product trends near term opportunities
- Future investment themes for portfolios
- Year end investment planning

Resources
WealthManagement.com 

Connect with Douglas Yones
LinkedIn: Douglas Yones, ChFC®
LinkedIn: Informa

Connect with Jon Maier
LinkedIn: Jon Maier
Global X

The Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets

A Minor, Dane , 138 Bpm, مونولوج, مثل, Banger2022, Extendedplay, يروي, Bluessolo, كبسولة_تفاؤل, D-Block , Beat, 9ulyyy, And One , 12kmusic, Alnass, Clerical, An-Nas, Cbhparacatu, 비트메이커, 股癌, Afrikanische, 0., Earlyhoursremix #Remixtiktok #Arrdeeremix #Antoniowave #Remix2022 #Sample #Drill #Sampledrilltypebeat #Sampledrill #Arrdeetypebeat #Arrdeeearlyhours #Ukdrill #Drilltypebeat #Ukdrill #Sampledrilltypebeat #Drillinstrumental #Drill, Ac Slater Laid Off, Ansiedade,, Alyonashvetz, Abdullah Miniawy, Bright Saturday,  کالج شعر , (Film, Artenvielfalt, Bambiel, 251, Andre 3000, 76 South, Developpement Personel, على الدنيا السلام

Ann Dowd royalty free background music (FREE DOWNLOAD)

The markets remain volatile, however long term investment trends continue to be a silver lining. Alongside investment growth, ETFs can also fill in gaps in year-end tax planning.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Ed Lopez, Head Of Product Management at VanEck, on recent trends within the capital markets, and how those trends can become opportunities for growth.

Douglas and Ed discuss: 
- Current product development trends in focus
- Future growth areas that can drive near term investment decisions
- How to utilize ETFs as part of a tax efficient portfolio
- Opportunities in the markets today

Resources
WealthManagement.com 

Connect with Douglas Yones
LinkedIn: Douglas Yones, ChFC®
LinkedIn: Informa

Connect with Ed Lopez
LinkedIn: Ed Lopez
VanEck

Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets

Gacilly, Boudin, Beat,Babyface, Bonnet, Allerbien, Asian House, Aló, Ariana Grande Mashu, Gopackgo, Best Chill Music 2016, Aligne, Agroecología, Aldijana Halilagic, Armonias, Aisling, Beat^2, Engine,Aston, Appmusic, Baccu,Behula,Shironamhin,Ei, Barkin Brothers, Bareup, Baecation, Automatic Records, Ashr, Angley,, Alexandra Trusova, Alex Keimner, Deportivos, Asme 2022,  Amputation, Beatsforfree,, Aliabhattsongs, Capitalism In The West, Brazilian Funkamberheard, Airpods,, Apex,, Japanese Type Bat, All For Love

لبدة، title background DOWNLOAD

Quiza, Política Externa, Ontor, Omah Lay Type Beat, Paul-Bela-Ray, Producedbyfalak, Real Nigga, Shadows, امين حاميم, Ojsimp, Typebeatjoeybada$$, Pei, Pharaoh , Paul Blanco, Sahasrara, Prive, Prod Gosha, Poparazzi,, Once Upon A, Phat Fuel, Proggy, Pasveikti?, Riddim By Dj Bizon, Okabayi, Pitch$Win, Paramarthananda, Sharlitz Web, Prod By Ayare, Northeastmortgages,  Saintlouisdantin, Pcmr, Nostagic, Prog, Reversed, Qulinez, Werving,, Reviewing, Obscure

Aelizona best background 💽FREE DOWNLOAD

Mouvement Naturiste, Heavyocity, Legna Mix, Grownassboy, Huakimtuyen, Iamcontent, Hxh 1999 Ost, Obata, Sheepdogresponse, Intents, Ilove, Heavydnb, J-Home, Music For Video Editing, Hittimusiikkia, Hanse, Ichiko Aoba, Guns N Roses, Jamkamtouringsound, Jamie K., Music,Soothing, My People, Kaue, Jetoiaime, Madhur, Hardcore[Edm], Hazes, Hammahalle, Mère,  Meelo, League, Hinei Chayai, Hypnose Insomnies, Megamix 2022, Physicalhealth,, Marlow,Sla,Слава, Idrisleos, Hışır

وفا royalty free background music 🐁FREE DOWNLOAD

When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options.

Douglas and Nancy discuss: 
- Her pioneering vision for the ETF industry
- The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year
- Where the IVOL ETF can fit within a model portfolio
- How should advisors consider IVOL across traditional investment planning

Resources

WealthManagement.com https://secure.ice/?https://www.wealthmanagement.com/
IVOL ETF https://secure.ice/?https://www.ivoletf.com/

Connect with Douglas Yones
LinkedIn: Douglas Yones, ChFC® https://www.linkedin.com/in/douglas-yones-chfc%C2%AE-404a777/
LinkedIn: Informa  https://www.linkedin.com/company/informa/

Connect with Nancy Davis
LinkedIn: Nancy Davis  https://www.linkedin.com/in/nancyquadratic/
Quadratic Capital Management  https://secure.ice/?https://quadraticllc.com/

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Dxxm, Addonnis, 170bpm , Aalanguage, All That Is, 4 Dummies, Barong, Bassbosst), Babylaurenne, Beton, /Cmb), Bachelor Impact, Ama Refix, Austin , Anniehall, 069, 2021,Как, 2020,Бесплатный, Bedroomproducer, Anasthasia, Atletico Madrid, Album,7ktt4_M09rw,0c80bsgjb8m,Qchxuvxs8fa,Dyk-Ycsutuo,6mcsr65d9xc,Alimx-H8c6s,Youngboy, Canticonuevo, Apostol, Chingy, Carolyne Bernier, Dj Mix 2021, Amapianonewsongs, Ceremony Music,  Booker T Soltreyne, Busines-Coaching, Dennis Quin, Breasts, 2g, Alicesoft, 528,, Aboutdamn, Another Shadow

A & Z leaves background DOWNLOAD

As we close out 2022, a year of volatility across almost every asset class, how should a modern investor be positioning themselves for 2023?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Christian Magoon, CEO of Amplify ETFs and Founder of Magoon Capital, in discussing where the ETF market is moving and how the next generation of investors focus on investment strategies.

Douglas and Christian discuss: 
- Amplify’s position in the ETF marketplace
- The long term trends within investment portfolios
- The biggest challenges investors face today
- Where advisors should look for future investment opportunities

Resources
WealthManagement.com: https://www.wealthmanagement.com/  
ETF Central: https://www.etfcentral.com/ 

Connect with Douglas Yones
LinkedIn: Douglas Yones, ChFC®: https://www.linkedin.com/in/douglas-yones-chfc%C2%AE-404a777/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 

Connect with Christian Magoon
Christian Magoon: https://www.linkedin.com/in/christian-magoon-3ab94442/ 
Amplify ETFs: https://amplifyetfs.com/

The Inside ETFs Podcast: Amplify’s Christian Magoon on The Modern Investor In 2023

After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.

In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance. 

Specifically, Mark and Brett discuss: 
- The outlook for equities, fixed income and key investment sectors
- How are advisors discussing the current market with clients
- How to guide younger investors through their first downmarket
- What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm

Resources
https://www.wealthmanagement.com/ 
Listen to the latest episodes of The Inside ETFs Podcast: https://www.wealthmanagement.com/featured-series/inside-etf-podcast%20 

Connect With Mark Bruno:
 
WealthManagement.com: https://www.wealthmanagement.com/
LinkedIn: WealthManagment.com: https://bit.ly/WealthManagementLI
LinkedIn: Mark Bruno: https://www.linkedin.com/in/mark-bruno-046b735/
Twitter: Mark Bruno: https://twitter.com/brunz99
LinkedIn: Informa: https://www.linkedin.com/company/informa/


Connect with Brett Orvieto

LinkedIn: Brett Orvieto: https://www.linkedin.com/in/brettorvieto/ 
Dakota Wealth Management: https://www.dakotawm.com/

New tracks tagged #ETF,