Tag Archives: #etfinvesting

Episode 33 – Disrupt Your Thinking About ETFs – with Rob Isbitts and Samita Thephasit

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

ETFPortfolios.com is an investment advisory service that offers a contemporary, common-sense, analytical approach to navigating modern investment markets.  In this episode of Power Your Advice, Doug Heikkinen speaks with chief investment officer Rob Isbitts and financial advisor, Samita Thephasit, from ETFPortfolios.com and Sungarden Investment Management about how the nature of investing has changed, and what advisors need to do to keep up.

  • How advisors need to adjust to today’s investment environment
  • How ETF investing has changed over the last few years
  • What the proprietary analytical tools created by Rob & his team do and how they help advisors make investment decisions
  • Rob & Samita’s advice to advisors who leverage ETFs to achieve their clients’ goals

Resources: ETFPortfolios.com | Sungarden Investment Management

This commentary is provided for informational and educational purposes only. The information expressed herein reflects our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to investment advice or a recommended course of action in any given situation. The risk associated with utilizing hedging strategies; Hedging instruments such as options and certain ETFs are typically intended to limit or reduce investment risk, but can also be expected to limit or reduce the potential for profit or result in losses. No assurance can be given that any particular hedging strategy will be successful and achieve its desired objective, or will make any profit, or will be able to avoid incurring losses. Certain hedging transactions may involve the use of leverage, which could result in losses exceeding the amount committed in the transaction. Rob Isbitts is an Investment Advisor Representative of Dynamic Wealth Advisor dba Sungarden Investment Management. All advisory services are offered through Dynamic Wealth Advisors. Rob Isbitts is a Senior Contributor at Forbes.com, as well as a contributor with U.S. News and World Report, these are considered outside business activities and are separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors.

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Episode 3 – Consider the Energy Industry – with Stacey Morris

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , , , , , , , , , , ,

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Stacey Morris, Director of Research at Alerian, discussing:

  • Alerian’s history and focus on providing reliable, accurate & transparent benchmarks for energy infrastructure & MLP space
  • What is a Master Limited Partnership (MLP), and why you should be interested in learning more about them
  • Stacey’s observations on what is going on in the energy sector
  • How you can implement MLP or energy infrastructure investing in your clients’ portfolios

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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention. 

We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

 

RESOURCES: Alerian| Alerian’s MLP University | Alerian Twitter | Discovery Data | Global Trend Events

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