— CMG Wealth (@askcmg) May 27, 2015
Steve Blumenthal speaks to Tom Lydon at Inside ETFs in Hollywood, Florida.
CMG Capital Management Group (CMG) CEO and founder Stephen Blumenthal joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss how financial advisors can better work with ETF strategists to bolster client portfolios.
“It’s a game changer,” Steve Blumenthal, CEO of CMG Capital Management Group, told Investor’s Businsess Daily in the story Three Best Reasons To Invest In The Currency-Hedging ETFs.
Blumenthal was referring to Friday’s news that the Bank of Japan is massively scaling up its bond-buying program. Both the nation’s central bank and its state pension fund also plan to buy domestic and foreign stocks.
If you’re at the Conference catch CMG Capital Management Group CEO Steve Blumenthal in a panel discussion. Steve joins Robert Smith, from Sage Advisory, and Morningstar moderator David Sekera on Friday, Sept. 19, 9:40 a.m. – 10:30 a.m. for Breakout Session 5, Managed Portfolios. Facing the Fed-induced Headwinds.Follow the Conference on Twitter: #MStarETFUS
Morningstar has a new coverage area called ETF Managed Portfolios (660 strategies from 151 firms). Morningstar coverage includes CMG Opportunistic All Asset ETF Strategy and CMG Tactical Rotation Strategy.
Advisor demand for ETF managed portfolios continues to grow at a steady rate. At 8%, growth in the first quarter of 2014 equaled the average quarterly growth rate seen in 2013. Through March, strategies in Morningstar’s database collectively held $103 billion, representing a 40% increase versus March 2013.
Related: InvestmentNews: Financial advisers don’t make the most of ETFs, survey finds. Lack of time to learn the complexities leads to lack of confidence.
More financial advisors are choosing to build investment portfolios with ETFs rather than mutual funds. Why? What are the advantages of an all-ETF portfolio? Ron DeLegge, Chief Portfolio Strategist @ ETFguide talks with one LPL financial advisor about how he uses ETFs. Investors take note! Video below.
It’s a thorny issue all advisors face. What to say to the client when the portfolio, and investment plan you agreed on, doesn’t surpass or match a broad benchmark like the Dow or S&P 500? Steve Blumenthal, CEO of CMG Capital Management Group, writes in the Wall Street Journal Wealth Adviser (subscription required) about this delicate topic, and how to use the opportunity to educate clients about long-term investment strategy. Writes Steve:
Steve Blumenthal, CEO of CMG Capital Management Group published a timely article in Financial Advisor IQ today. Steve argues for an upgrade on Modern Portfolio Theory to Enhanced Modern Portfolio Theory.
“We strongly believe that tactical strategies should be a central component in any modern portfolio,” says Steve. Read the rest of the story: It’s Time to Enhance Modern Portfolio Theory
CMG Capital Management Group is a Registered Investment Advisor (RIA) that provides other RIAs, financial planners, and institutions with managed accounts, mutual funds and variable annuities. Steve Blumenthal founded CMG Capital Management Group, Inc. in 1992 and has been responsible for the company’s growth, development and performance since its inception.
Tactical investing is about planning to accomplish a purpose, says Steve Blumenthal, CEO of CMG Capital Management Group during a recent interview on theStreet.
“We speak and work with hundreds of financial advisors,” Steve tells Gregg Greenberg in theStreet’s Wall Street studio. He explains CMG’s tactical investing strategies, and the framework of the CMG Global Equity Fund (GEFAX). You certainly want to have long equity exposure, but you want to hedge in these uncertain times, says Steve. “Japanese Yen still a clear short,” Steve says, and he mentions a Pro Shares ETF that can used to accomplish that strategy.
Steve is off this week, enjoying a vacation in Nantucket. Read about that and his further discussion of the dangers/opportunity in the high yield market in his 7/25/2014 On My Radar: “Seen through my lens, another “once in a generation” buying opportunity is fast approaching. I remember saying the same thing in 1999 and 2007. The lines between generations must be shrinking as such opportunities seem to appear about once every seven years or so.”
InfluenceAdvisor integrates blogs, White Papers, Landing Pages, social media, publicity and marketing for full-scale PR programs in the digital age. InfluenceAdvisor created Advisor Central web site. We produce and manage content, develop social media channels and train the client and sales team to use social media.
Advisor Central is built as a marketing platform to feed the growth and stature of CMG.
We generate coverage in major media and influential trade publications, and integrate publicity into the content marketing mix. We also support CMG Capital Management group with marketing for an active conference schedule.
We created a LinkedIn Showcase page on tactical investing and develop and manage a LinkedIn social campaign.
We arranged for Steve Blumenthal to become a Forbes contributor and assist with development and promotion of Forbes columns. We also placed editorial for CMG in Financial Advisor, Advisor Perspectives, The Wall Street Journal, and other outlets.
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Fox Business appearance and White Paper on Tactical Investing Strategies offered on this Landing Page developed by InfluenceAdvisor to attract prospects to CMG Capital Management Group. CMG Capital Management Group – a leader in tactical investing strategies for advisors, institutions and high net worth individuals.