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

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Income on Demand: Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping


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Ebook Dowload Income on Demand: Master Your Retirement Portfolio, Ignore the

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

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Read Income on Demand: Master Your Retirement Portfolio, Ignore the Market,

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1. Cycles Of Life
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Showcase - Pop

Funny melodies, epic percussion and dreamy string arrangements!

1. Playing In The Yard
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4. Master Of Destiny
5. Cinnamon Secret
6. Suspicious Tomfoolery

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Showcase - Orchestral/Comedy

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/

The Inside ETFs Podcast: Brett Orvieto’s 2023 Investment Outlook

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