NEOS Investments

Join the pioneers in the options-based ETF space from NEOS Investments for an educational webcast that explores the key considerations when choosing options strategies.

To better help their clients, advisors must understand the landscape of options-based ETFs. Many investors are seeking high monthly income, but some options funds can erode principal or come with less tax efficiency.

Join the experts at NEOS Investments for a free educational webcast that explores the world of options-based ETFs and how they can best be leveraged for client success.

There’s more to income ETFs than simply showing a high yield number. Advisors also need to consider tax implications and total return potential.

Options-based income strategies have continued to grow in popularity, but not all options are equal. To set clients up for success, it’s important for advisors to understand the nuances in this growing segment of the ETF market.

The Co-Founders at NEOS Investments are pioneers in the options-based ETF space, and they will be leading a free LiveCast educating investors on options-based income ETF strategies and where they may fit in client portfolios.

Strategies that aim to generate income are plentiful in today’s markets, but strategies that consider tax implications and total return performance in addition to income generation are not as common.

That’s why more advisors are turning to options-based income strategies, which has caused rapid growth in this segment of the ETF market, but not all options are created equally.

We invite you to join pioneers in the options-based ETF space from NEOS Investments for a discussion on options-based income ETFs, their role in portfolios, and how to cut through the noise in this growing area of the ETF market.

Interest rate volatility and inflationary pressures have continued to challenge income seeking investors. Rates may have topped out and where we’ll go from here remains to be seen. That’s why it’s important to understand where income opportunities may lie in our current markets while planning for the future. In this upcoming webcast you’ll hear from a fellow advisor who’s navigating these challenges for his clients, as well as from a fund manager that’ll outline factors to consider when evaluating income-focused investments.We invite you to join the experts at NEOS Investments and VettaFi as they highlight tax-efficient monthly income strategies across core portfolio exposures that may offer a compelling addition or alternative to current client allocations.

In this exclusive 1-hour webinar, industry veteran and CIO of Crossmark Global Investments, Bob Doll, CFA will discuss the current political landscape, potential midterm scenarios, and what they could mean.