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Try newfangled funds, but enter them with an exit strategy
This week's Collective Wisdom discussion focuses on using smart-beta, industry- factor- and event-based exchange-traded funds (ETFs), and while the experts -- Ray Baraldi of Sarian Strategic Partners, Jimmy Hausberg from The Hausberg Group and Jeff Kelly of Kelly and Wohlner Group -- all advocate for their targeted use to lean into specific opportunities and market conditions, they also point out how crucial it is to plan from the get-go for leaving such specialized investments behind.
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By HighTower's Global Investment SolutionsThis week's Collective Wisdom discussion focuses on using smart-beta, industry- factor- and event-based exchange-traded funds (ETFs), and while the experts -- Ray Baraldi of Sarian Strategic Partners, Jimmy Hausberg from The Hausberg Group and Jeff Kelly of Kelly and Wohlner Group -- all advocate for their targeted use to lean into specific opportunities and market conditions, they also point out how crucial it is to plan from the get-go for leaving such specialized investments behind.