How to Pursue Yield in Retirement: The Targeted 7% Distribution Strategy – Nasdaq – 4.29.19

Summary:

Now On Demand.

As more of your clients think about retirement, they will undoubtedly look to their savings for a steady, dependable and consistent distribution to help pay monthly bills and debt. In this period of low interest rates, however, few retirees have sufficient savings to fund future withdrawal requirements with a portfolio of government-guaranteed bank deposits or U.S. Treasuries, let alone maintaining any expectation of keeping pace with inflation. What can advisors do to help clients in this drawdown period? In this webinar, attendees will learn:

• How to potentially satisfy the monthly cash distribution requirements of advisors and their clients
• How a targeted distribution that includes return of capital can help investors maximize the after-tax value of distributions
• The methodology underlying the Nasdaq 7HANDL Index and discuss how high-Sharpe-Ratio portfolios can help investors better meet their long-term income needs
• An overview of the performance of the Strategy Shares Nasdaq 7HANDL Index ETF during its first year of operation
• The performance of the Nasdaq 7HANDL Index compared to broad market indexes and other high-income investing strategies

Speakers:

Co-Founder of Catalyst Capital Advisors with a B.S. in Economics, University of Pennsylvania Wharton School; MBA in Finance, University of Michigan Ross School of Business.

Matt Previously co-founded Accretive Asset Management, the creator of Nasdaq BulletShares Indexes, an innovative series of fixed-income indexes that have raised more than $8.5 billion in assets under license. Matt also co-founded LadderRite Portfolios, the creator of Nasdaq LadderRite Indexes, which have been licensed to several ETFs in the U.S. and Canada. He received an MBA from the University of Chicago, Booth School of Business, a JD from the University of Illinois College of Law and BA from the University of Illinois at Urbana-Champaign.

Patrick Wolf is a Senior Product Development Specialist for Nasdaq Global Information Services. He is responsible for the development of innovative, market-leading indexes, including the research and content generation necessary to support a successful index launch. He has played an integral role in the creation of smart beta indexes across a wide variety of asset classes, geographies, and product sponsors. A particular area of interest in Patrick’s research has been the construction of and tactical allocation across factor-based indexes.

Prior to joining Nasdaq, Patrick worked as a research analyst at Economists Incorporated. He earned his Bachelor of Arts in Economics with a minor in Spanish from Boston College.