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Andrew Gogerty

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  1. Newfound Research LLC: The Best Questions You’re Not Asking An ETF Strategist

    Andrew Gogerty Vice President, Investment Strategies The growing popularity of ETF investing has led to a rapid expansion of ETF managed portfolio strategies available to the advisor and intermediary marketplace. Morningstar’s first ETF Managed Portfolio Landscape Report, released in January 2011, ...

  2. Bringing High-Level ETF Strategies to a Lower Price Point

    Wela Strategies' Mitch Reiner details the reasons behind starting new firm to roll out ETF strategies with simplified investment philosophies and fewer layers of costs for investors with smaller accounts.

  3. Overcoming Hurdles in ETFs

    Dr. Gerald Buetow of Innealta Capital details the flexibility ETF managed portfolios have in taking on multiple investment styles and also says ETFs could wipe out a lot of mutual funds.

  4. A Global View on Credit-Focused ETFs

    JAForlines Global's John Forlines III discusses his firm's strategy, the correlations and emerging trends in global credit markets, and the impact of behavioral finance in ETF managed portfolios.

  5. An Eclectic Approach to ETF Managed Portfolios

    HAHN Investment Stewards CIO Tyler Mordy describes how his multidisciplinarian process based on fundamental, technical, and behavioral factors is adaptable across borders.

  6. Web Seminar Replay: Selecting the Right ETF Managed Portfolio

    Identify the use and purpose of a strategy in a total portfolio, learn the key questions to ask firm executives, and more.

  7. Considerations for ETF Selection

    Webinar Replay | An in-depth conversation on selecting ETFs for a comprehensive portfolio.

  8. Time to Broaden Horizons for Retirement Income

    Given that markets are operating in uncharted territory today, allocating to asset classes that probably weren't traditionally found in retirement portfolios may be appropriate, says Windham Capital Management CIO Lucas Turton.

  9. When to Rebalance in a Risk-On Environment

    With lower expected equity returns for the remainder of the year but the thirst for yield still prevalent, investors should consider dollar-cost averaging in and out of positions, says Sage Advisory's Anthony Parish.

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