WEBCASTS

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.

January 28, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

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

Pending acceptance 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.

SPEAKERS

Christopher Graham

Chief Investment Officer
Nationwide Funds Group

Curt Brockelman

Managing Partner & Co-Founder
Harvest Volatility Management

Aaron Gilman

Chief Investment Officer
Independent Financial Partners (IFP)

Tom Lydon

CEO
ETF Trends

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Important Disclosures

Call 800-617-0004 to request a summary prospectus and/or a prospectus. You may also download the prospectus here or by visiting etf.nationwide.com. These prospectuses outline investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing. 

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund’s return may not match or achieve a high degree of correlation with the return of the underlying index.

Nasdaq-100® Index: An unmanaged, market capitalization-weighted index of equity securities issued by 100 of the largest non-financial companies, with certain rules capping the influence of the largest components. It is based on exchange, and it is not an index of U.S.-based companies. Market index performance is provided by a third-party source Nationwide Funds Group deems to be reliable (Morningstar). Indexes are unmanaged and have been provided for comparison purposes only. No fees or expenses have been reflected. Individuals cannot invest directly in an index.

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

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