Today’s Talk Your Book is brought to you by NEOS and Dimensional Fund Advisors:
On today’s show, we discuss:
NEOS,
- The surge in demand for derivative-based income ETFs
- How option overlays on bond funds work, and the risks involved
- Choosing between core, boosted, and downside-protected Nasdaq 100 income funds
Dimensional Fund Advisors,
- How SMAs can offer a greater ability to tax loss harvest
- How tax transition analysis helps advisors move new clients into their models
- Why SMAs alone may not be enough, and where a UMA platform fits
Listen here:
https://podcasts.thecompoundnews.com/show/animalspirits/
Charts, NEOS:
Charts, Dimensional Fund Advisors:
Follow us on Instagram, and YouTube.
Check out our t-shirts, stickers, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
Disclosures from NEOS:
Investors should carefully consider the investment objectives, risks, charges and expenses of NEOS ETFs before investing. A prospectus containing this and other information may be obtained by calling (866) 498-5677 or by visiting https://neosfunds.com. Please read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
The views and opinions expressed are those of the speaker as of the date of the recording, are subject to change, and are provided for informational purposes only. Nothing contained in this podcast should be construed as investment, legal, or tax advice or as a recommendation to buy or sell any security.
Distributed by Foreside Fund Services, LLC.
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures here.