Talk Your Book: Customized and Income

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Today’s Talk Your Book is brought to you by NEOS and Dimensional Fund Advisors:


To learn more about NEOS, click here: https://neosfunds.com/

To learn more about Dimensional Fund Advisors, click here: Dimensional.com 

On today’s show, we discuss:

NEOS,

  • The surge in demand for derivative-based income ETFs
  • How option overlays on bond funds work, and the risks involved
  • Choosing between core, boosted, and downside-protected Nasdaq 100 income funds

Dimensional Fund Advisors,

  • How SMAs can offer a greater ability to tax loss harvest
  • How tax transition analysis helps advisors move new clients into their models
  • Why SMAs alone may not be enough, and where a UMA platform fits

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

Charts, NEOS:

Charts, Dimensional Fund Advisors:

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The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

 

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Investors should carefully consider the investment objectives, risks, charges and expenses of NEOS ETFs before investing. A prospectus containing this and other information may be obtained by calling (866) 498-5677 or by visiting https://neosfunds.com. Please read the prospectus carefully before investing.

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The views and opinions expressed are those of the speaker as of the date of the recording, are subject to change, and are provided for informational purposes only. Nothing contained in this podcast should be construed as investment, legal, or tax advice or as a recommendation to buy or sell any security.

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