Rethinking Asset Allocation and Income in 2021
2020 was one for the books. As investors, we have to dust ourselves off, and look to the future. Unfortunately, the asset allocation picture isn’t getting much clearer. With near-zero interest rate policy the never-ending normal, new approaches to solving the asset allocation riddle are needed. In this upcoming one-hour webinar, Nationwide and ETF Trends will tackle asset allocation for the new year, with a focus on generating consistent income.
Join Tom Lydon and professionals from Nationwide, Independent Financial Partners, and Harvest Volatility Management as they cover:
- Setting the stage for asset allocation decisions
- Nationwide's approach to income in portfolios
- New approaches to the zero-interest rate problem
Accepted for one hour of CFP/CIMA 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.
Christopher GrahamChief Investment Officer
Nationwide Funds Group
Curt BrockelmanManaging Partner & Co-Founder
Harvest Volatility Management
Aaron GilmanChief Investment Officer
Independent Financial Partners (IFP)