Tag: ETFs

Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

In today’s rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations.

In this insightful episode of The Millionaire Next Door, Robert Curtiss is joined by certified financial analyst and ETF analyst at First Trust, Ryan Issakainen. Together, they jump into the intricacies of thematic investing — a strategy that can potentially offer investors a pathway to capitalize on emerging market trends. 

By dissecting the impact of behavioral biases on investment choices, Ryan provides listeners with strategies to identify undervalued companies that may thrive even in light of economic downturns. 

Rob and Ryan discuss:

  • Thematic investing and market opportunities
  • The composition of ETFs and the importance of quality and risk management in investment decisions
  • The future of infrastructure investment and the strategic shift in supply chains within the United States
  • Looking beyond the S&P 500 for investment opportunities
  • Cybersecurity as an increasingly vital investment theme
  • And more!

Resources:

Connect with Ryan Issakainen:

Connect with Robert Curtiss:

About Our Guest:

Ryan Issakainen is in his 25th year at First Trust, where he serves as the ETF Strategist. 

Throughout his enduring tenure, Ryan has solidified his position as a dedicated professional committed to guiding investors through the complexities of the market. In his role, he focuses on providing insightful perspectives to help investors navigate the multitude of available choices, aiming to align ETF selections with their specific investment objectives. 

With a wealth of experience, Ryan’s strategic approach involves meticulous analysis of market trends and fund performance, making him a trusted advisor. His enduring commitment to empowering investors reflects not only his financial acumen but also his genuine passion for assisting clients in realizing their financial goals within the dynamic landscape of investment opportunities. Ryan Issakainen’s journey at First Trust stands as a testament to his expertise and unwavering dedication in the ever-evolving world of finance.

Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)

Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)

Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits?

Let us introduce you to direct indexing!

In this episode, Robert Curtiss sits down with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA), to talk about direct indexing and its advantages for investors. 

Listen in as they delve into various cases of direct indexing, including its tax benefits, ESG customization, and active engagement with companies.

Sam discusses:

  • Direct indexing and how it allows investors to personalize and customize their portfolio with individual stocks while applying ESG aspects
  • Various cases of direct indexing, including setting a tax budget, customizing portfolios based on ESG or faith-based values, and active engagement with companies through proxy voting
  • The minimum required for direct indexing
  • Direct indexing as a flexible and customizable tax-efficient tool (which can be used in various investment scenarios, including in IRAs).
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.