WEBCASTS

Portfolio Income and the Rule of 72

Despite rising interest rates and rampant inflation, we still find ourselves in a historically lower yield environment. Generating income and protecting purchasing power still remains top of mind for many investors, especially those preparing for and living in retirement. Financial professionals and their clients are faced with few options to generate sufficient income without tying up their capital for long periods of time or potentially subjecting themselves to numerous risk factors.

We invite you to join Curt Brockelman, Jr., Managing Partner and Co-Founder of Harvest Volatility Management and Paul Eisenhardt, Head of Institutional Investment Sales for Nationwide Financial, for a live discussion on the importance of staying invested in the markets while seeking current income, with the goal of preparing for and living comfortably through retirement.

October 4, 2022
9:30a PT | 12:30p ET
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SUMMARY

Topics we'll cover in this 30-minute LiveCast include:

  • Leveraging the Rule of 72 for retirement planning
  • The importance of staying invested in equity markets
  • How to protect purchasing powering while seeking to generate meaningful income
  • Innovative alternatives to traditional fixed income investments

SPEAKERS

Curt Brockelman, Jr.

Portfolio Manager, Managing Partner and Co-Founder
Harvest Volatility Management

Paul Eisenhardt, CIMA©

AVP, Head of Institutional Investment Sales
Nationwide

Tom Lydon

Vice Chairman
VettaFi

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Important Disclosures

Investing involves risk, including the possible loss of principal. 

Call 1-800-617-0004 to request a summary prospectus and/or a prospectus, or download prospectuses at etf.nationwidefinancial.com. These prospectuses outline investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing.

Expense ratios are as of the most recent prospectus. Please see the Fund prospectus for more detail.

KEY RISKS

The Nationwide Nasdaq-100® Risk-Managed Income ETF (“NUSI”), Nationwide S&P 500® Risk-Managed Income ETF (“NSPI”), Nationwide Dow Jones® Risk-Managed Income ETF (“NDJI”), and Nationwide Russell 2000® Risk-Managed Income ETF (“NTKI”) (collectively, the “Risk-Managed Income ETFs”) are subject to the risks of investing in equity securities, including tracking stock (a class of common stock that “tracks” the performance of a unit or division within a larger company). A tracking stock’s value may decline even if the larger company’s stock increases in value. The Risk-Managed Income ETFs are subject to the risks of investing in foreign securities (currency fluctuations, political risks, differences in accounting and limited availability of information, all of which are magnified in emerging markets). The Risk-Managed Income ETFs may invest in more-aggressive investments such as derivatives (which create investment leverage and illiquidity and are highly volatile).

The Risk-Managed Income ETFs employ a collared options strategy (using call and put options is speculative and can lead to losses because of adverse movements in the price or value of the reference asset). The success of the Risk-Managed Income ETFs’ investment strategy may depend on the effectiveness of the subadviser’s quantitative tools for screening securities and on data provided by third parties. The Risk-Managed Income ETFs expect to invest a portion of their assets to replicate the holdings of an index. Correlation between Fund performance and index performance may be affected by Fund expenses and because the Fund may not be invested fully in the securities of the index or may hold securities not included in the index.

The Risk-Managed Income ETFs frequently may buy and sell portfolio securities and other assets to rebalance its exposure to various market sectors. Higher portfolio turnover may result in higher levels of transaction costs paid by the Risk-Managed Income ETFs and greater tax liabilities for shareholders. The Risk-Managed Income ETFs may concentrate on specific sectors or industries, subjecting them to greater volatility than that of other ETFs. The Risk-Managed Income ETFs may hold large positions in a small number of securities, and an increase or decrease in the value of such securities may have a disproportionate impact on the Funds’ value and total return. Although the Risk-Managed Income ETFs intend to invest in a variety of securities and instruments, the Risk-Managed Income ETFs will be considered non-diversified. Additional risks include: Collared options strategy risk, correlation risk, derivatives risk, foreign investment risk, industry concentration risk, and market capitalization risk (large-capitalization investing risk for NUSI, NSPI, and NDJI; small-capitalization investing risk for NTKI).

Nationwide Fund Advisors (NFA) is the registered investment advisor to Nationwide ETFs, which are distributed by Quasar Distributors LLC. NFA is not affiliated with any distributor, subadviser, or index provider contracted by NFA for the Nationwide ETFs. Nationwide is not an affiliate of third-party sources. Representatives of the Nationwide ETF Sales Desk are registered with Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.

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MFM-4715AO.2 (09/2022)
Q-20220914-0468