Going Steady: Income Strategies Built for the Long Haul

On Demand

Even with interest rates gradually rising, gone are the days when retirement needs could be met solely through bonds with relatively little risk taken. So now where can financial professionals turn to ensure clients have enough to live on in retirement?

Join us to hear how industry experts are using rules-based methods to overcome income uncertainty.

Topics will include:

  • How combining income assets can yield a "set and forget" portfolio designed to meet clients' needs
  • Tactical, factor-based approaches to selecting and weighting income-generating ETFs in a portfolio
  • A look inside a new index strategy that combines blue-chip dividend growers and bonds to generate less risk and more yield than dividends alone
  • Pairing covered call writing with S&P Dividend Aristocrats® to increase income to a targeted level

Submit your questions during the live Q&A session following the webinar.


Jason Giordano  
Jason Giordano
Director, Fixed Income, Product Management
S&P Dow Jones Indices
Karan Sood  
Karan Sood
CEO & Managing Director, Head of Product Development
Cboe Vest
Jeff Thompson  
Jeff Thompson
Chief Executive Officer & Portfolio Manager
W.E. Donoghue & Co., LLC

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