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The vast ETF landscape is associated with new trends in the economy, emerging industries and companies, and a plethora of different investment strategies, but the year 2022 has brought us back to the basics. Right now, we are seeing opportunities within the bond and equities asset classes, and in this session, Chris White discusses how the severe drawdown in both acts as a favorable moment in time for long-term investors.

Inflation, geopolitics, earnings uncertainty, and central bank tightening are a few of the drivers that have depressed the prices of risk assets in 2022. As a result, many investors have been seeking out products that can provide some downside protection, like covered call strategies. However, not all covered call strategies are created equal. Before allocating to any of these products, it is important to understand their strengths and weakness given various market environments.
The Bank of Canada has increased interest rates 6 times in 2022, having doubled for variable rate mortgage holders. In this 30-minute presentation, mortgage industry leader Laura Scarlett Martin provides perspectives and advice for investors and homeowners navigating these tumultuous times.

Inflation appears to be with us for many months to come—here and abroad. This changes the investment calculations. Where did inflation come from? How long will it be here? How do you make money in an inflationary environment.
Discover actions only available in down-markets that you can leverage when managing client portfolios. Lower asset prices present unique opportunities for tax management and portfolio management. With year-end coming up and markets still off their highs, these strategies can be used today to help put your clients on the path to success.

Explore what empirically makes the biggest difference in clients' lives. Specifically, the impact of portfolio construction, rebalancing, tax management, and behavioral design on investor returns. This ultimately rolls up into better client results and happier, more fulfilling client relationships.

(This session is eligible for one hour CE credit from the CFP Board)

History warned investors that 2022 would likely slip into a meaningful decline early in the year, accompanied by elevated price volatility. It also cautioned that there were enough macro ingredients in play to threaten a recession. Encouragingly, history also says "This, too, shall pass" and that Q4 of 2022 and the first two quarters of 2023 typically experience the highest average S&P 500 price returns—along with dramatically reduced volatility—when compared with the entire 16-quarter presidential cycle. Sam Stovall, chief investment strategist of CFRA, discuss whether fundamental and technical outlooks suggest that history will indeed repeat, or if the market will be challenged once again.
Surging inflation. Rising recession risk. A shifting political landscape. Tighter monetary policy. Investors face plenty of challenges in this market. But volatility can also create unique opportunities. This panel will explore how you can help your clients avoid the former, while better capitalizing on the latter.

Tax-loss harvesting, Roth conversions, and other strategies offer investors a chance to capitalize on damaged portfolios in a year most market participants would rather forget. Listen to America's leading IRA expert Ed Slott discuss in detail these tactics, and other last-minute moves, you and your clients can make to reduce 2022 tax bills and position yourselves for 2023 and beyond.

The global markets have been undergoing seismic shifts this year, courtesy of monetary policy moves, currency swings, and powerful economic forces. What does it mean for YOUR investors in 2023? Tune in to this session to find out.
A bear market for equities and a brutal year for bonds have presented retirement investors with numerous questions—and some possible opportunities. Is a 60/40 portfolio suddenly a viable option for retirees again. Hear three retirement experts, Christine Benz, Jamie Hopkins, and Tracey Longo, discuss these and other challenges as an unusual year winds down.

Virtual Expos

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World of ETF Investing Canada Virtual Expo

November 29 - December 1, 2022