Month: November 2022

FEATURE
The Inside ETFs Podcast: Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets

The Inside ETFs Podcast: Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets

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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

Connect with Douglas Yones

Connect with Ed Lopez

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

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

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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

Connect with Douglas Yones

Connect with Jon Maier

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FEATURE
The Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFs

The Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFs

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ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year.

Douglas and Will discuss: 

  • How GraniteShares came to be and its role in the ETF industry
  • What they focus on ETF product development for advisors
  • Important year-end tax planning considerations for portfolios
  • How can ETFs and tax planning can maximize opportunities in today’s market

Resources

Connect with Douglas Yones

Connect with William Rhind

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