Income Generation, Inflation, and Interest Rates – Know Your Options
Interest rate volatility and inflationary pressures have continued to challenge income seeking investors in 2023. Rates have moved higher, but so has inflation, which is why it’s more important than ever to understand how to position income portfolios for success.
In this upcoming webcast you’ll hear from a fellow advisor who’s navigating these challenges for his clients, as well as from a fund manager that’ll outline factors to consider when evaluating income-focused investments.
We invite you to join the experts at NEOS Investments and VettaFi as they highlight tax-efficient monthly income strategies across core portfolio exposures that may offer a compelling addition or alternative to your current allocations.
An overview of a suite of ETFs that seek high monthly income & tax efficiency across core portfolio exposures.
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional
development activities in their online CE tracker.
Co-Founder and Managing Partner
Founder and Managing Director
XO Wealth Management
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.