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在加拿大如何理財?Christine Wilson 話你知。 Christine Wilson, email: christine.wilson@nbc.ca Christine Wilson’s Bio: With over twenty years experience in …



The SECURE Act was recently passed, and it includes many provisions regarding IRAs and 401(k) plans that may have an impact on you. In this video, Andrew …



The KLT Team breaks down the year that was, gives an update on the current market conditions, and an outlook on key events to watch in 2020. Subscribe here …



Gold is often touted as a great hedge and investment option, but the facts tell a different story. Take a look for yourself as Bill exposes the full truth. Bill Valentine …



BHARAT Bond ETF by Edelweiss Mutual Fund is India’s first corporate bond Exchange Traded Fund. You can now invest in AAA rated public sector bonds with a …



How is technology impacting Wealth Management? In the third part of the Trends in Wealth Management in MEA Series, James Faulkner, Principle Account …



Joe Figliomeni – Certified Financial Planner, shares highlights from a recent event with the Mawer group and Manulife Investments.

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Il Private Wealth Management Hub, un nuovo Modello di Consulenza che approccia in maniera integrata e sinergica tutte le sfere patrimoniali del nucleo in un’ottica di Wealth Management.

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As investors consider the potential headwinds and volatility going into 2020, many are looking into defensive areas to safeguard their wealth, such as bond-related ETF strategies.

“What we’ve seen in our space alone, which is sort of a safer place to park some cash, we’ve seen an allocation coming into this part of the curve, which to me indicates investors are getting a little bit more risk-averse,” James McNerny, Managing Director & Portfolio Manager, J.P. Morgan Asset Management, said at the 2019 Charles Schwab IMPACT conference.

Specifically, investors may look to something like the actively managed JPMorgan Ultra-Short Income ETF (JPST) as a popular way to access the short-end of the yield curve. McNerny also helps manages the JPMorgan Ultra-Short Income ETF, which has already accumulated $10 billion in assets under management.

Read more: https://www.etftrends.com/ultra-short-duration-bond-etf-to-put-your-cash-holdings-to-work/.

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Joe Figliomeni – Certified Financial Planner, shares his takeaways from a recent lunch with portfolio manager David Fingold from Dynamic Investments.

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