Many forward-looking financial advisors use market volatility as an opportunity to reevaluate client portfolios and look for potential opportunities. In this upcoming webcast, John Hancock, Dimensional Fund Advisors and ETF Trends will outline strategies that ETF investors can use in times like this, from implementing tactical tax-loss harvesting, optimizing trade practices, and moving into a disciplined factor-based strategies to better engage with markets during more volatile periods.
Topics will include:
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker._1591413651023