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.
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More