Last week, I spoke about constructing portfolios using exchange-traded funds (ETFs) to a group made up mostly of financial advisors. Investment Executive hosted the June 19 webinar and they archived the entire presentation and question period on their website.
I was a bit time-constrained so my presentation quickly gets to a few sample portfolios, which is the focus of my talk. Ideally, I’d have spent more time talking about process – not just the portfolio construction process but also the broader practices of client discovery, monitoring and follow-up.
Finally, as I was writing this short blog post, I was reminded of another from almost two years ago – How to tilt the investing odds in your favour. As you listen to the webinar, you’ll see these investing tips in action in the sample portfolios and my supporting explanations.
————————————————
Read also: The outsourced Chief Investment Officer as Fiduciary Manager (May 2010)
Regardless of how you acquired your wealth, there’s one thing all investors have in common—a…
An architect wouldn’t design a custom home for a family without first asking many questions…
Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group.…
A “fixed asset” is a long-term tangible asset that is not expected to be consumed…
One of the core principles at HighView is to understand the purpose of the portfolio.…