Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace.

Douglas and Jon discuss: 

• Jon’s start in the ETF and model portfolio industry
  
• Current ETF product trends near term opportunities
  
• Future investment themes for portfolios
  
• Year end investment planning
  

Resources

• WealthManagement.com 
  

Connect with Douglas Yones

• LinkedIn: Douglas Yones, ChFC®
  
• LinkedIn: Informa
  

Connect with Jon Maier

• LinkedIn: Jon Maier
  
• Global X