Income investors are consistently dealing with the threat of stock market and interest rate volatility derailing the stable balance of their nest egg.
Those that allocate too much towards any one asset class at inopportune times have witnessed how quickly the value of their accounts can be eroded. Conversely, being too conservative with cash or low yielding investments can have persistent negative effects on your capital from inflation and living expenses.
In our opinion, 2015 will mark a significant turning point in managing an income portfolio through the remainder of this decade. A rising U.S. dollar, Federal Reserve tightening interest rates, and stock market sitting near all-time highs make the margin for error razor thin.
With those risks in mind, we are hosting a teleseminar on Thursday March 26, 2015 at 1:00pm PST (4:00 pm Eastern) titled – Actively Reducing the Volatility Of Your Income Portfolio.
In this 45-minute conversation, we will cover the following topics:
- 2015 first quarter review and macro-economic outlook.
- How to implement a balanced and sensible income portfolio using low-cost ETFs.
- How to reduce the threat of rising interest rates on sensitive asset classes.
- How to add alternative income themes to diversify your portfolio and enhance your yield.
- How to identify and take advantage of new income opportunities.
- How to make strategic shifts with your investments rather than running scared from stocks and bonds.
- Introduction of several new income ETFs with the potential to outperform their peers.
We will also be highlighting the active strategies we are implementing for clients of FMD Capital Management to reduce the uncertainty of riding the market whims.
This presentation will include a handout to take notes on during the call, along with a specific action steps to implement in a timely manner.