WEBCASTS
An Advisor’s Guide to ETF Yield
Advisors seeking reliable yield for their clients have continued to battle interest rate volatility and inflationary pressures, which is why it’s crucial to understand your options when evaluating yield-focused ETFs.
SUMMARY
Topics will include:
- Seeking reliable income while managing for the long term.
- What to make of common yield-producing ETFs in the context of current markets
- An overview of a suite of ETFs that seek high monthly income & tax efficiency
- Your implementation guide on how to potentially use them in client portfolios
SPEAKERS
Garrett Paolella
Co-Founder and Managing PartnerNEOS Investments
Aaron Gilman, CFA, CFP®
Chief Investment OfficerIndependent Financial Partners (IFP)
Tom Lydon
Vice ChairmanVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.
Important Disclosures
This complimentary webcast is for financial professionals only and is closed to the public.
Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus containing this and other important information, please call (866) 498-5677 or visit https://neosfunds.com. Please read the prospectus carefully before you invest.
An investment in NEOS ETFs involve risk, including possible loss of principal. The equity securities purchased by the Funds may involve large price swings and potential for loss.
The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.
The information on this website does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. NEOS Funds or its affiliates, nor Foreside Fund Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein.