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Investing Near the Peak: Strategies for Finding Income or Alpha in this Bull Market

webcast 2017-07-18

These are challenging times for investors. 10 years of low interest rates and near-bottom yields have dampened core bond performance, hurting many income-seeking investors. The search for Alpha is equally challenged as the bull market continues its ride. While volatility remains low, so are the returns. Join us as we discuss how fixed income solutions and liquid alternative strategies can be used in todays environment.

* Accepted for 1 CE Credit from the CFP Board. Approved by IMCA for 1 CIMA/CIMC/CPWA CE credit. Approved for 1 CFA Credit.

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Date: Tuesday, July 18, 2017

Time: 4-5 PM ET

In this session, advisors will learn:

  1. With yield remaining low, how to rethink income strategies in a rising rate environment
  2. Where to find Alpha without taking on additional portfolio risk
  3. How to defend against and even exploit market volatility to find the returns clients need

Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.

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Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email info_cecredits@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.