Orion's The Weighing Machine

EP XXVII: Defense Wins Championships


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Guest: Paul Baiocchi, VP, ETF Business Development at Fidelity Institutional Asset Management. [1:23] Why we believe the markets could finish the year on a strong note. [4:26] CLS Senior Portfolio Manager Kostya Etus discusses how we can focus on controlling risk during choppy markets – why a globally balanced portfolio can benefit investors – and the story of the first ETF. [24:44] Special Guest Paul Baiocchi with Fidelity talks about Fidelity’s ETF efforts, what investors should look for when shopping for an ETF, and what attributes make a good financial advisor.

2117-CLS-11/23/2018

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Orion's The Weighing MachineBy Orion Portfolio Solutions

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