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Dispatch From Inside ETFs

Posted on 01.27.15 |

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG Capital Management Group

Michael F. Sciortino, Sr. Executive Vice President, Managing Director, Head of Distribution, CMG

Wow, what a conference!

Each year Inside ETFs has grown larger and the content continues to amaze. Why? The easiest and fastest way to instantly transform your business results is to change the strategy you follow. This is an exciting time in this space. Many advisors are hearing this message loud and clear.

Last year alone, a quarter-trillion dollars went into US listed ETFs. That is a huge gain compared to 2013 inflows of $188 billion. ETFs have truly expanded the way in which investors access various asset classes. It appears that investors have been attracted to the transparent, relatively cheap, tax efficient and highly tradeable aspects of ETFs.

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Categories: Conferences Tags: Conference, Inside ETF, Mike Sciortino

CMG in Coronado for IFG National Conference

Posted on 08.19.14 |

IFG National ConferenceThe CMG team arrived on the West Coast yesterday morning for the start of the 10th annual Independent Financial Group (IFG) National Conference. Taking place at the historic Hotel del Coronado, this event will definitely be one to remember.

If you are in town for the conference, please make a quick stop by CMG’s booth (#106) and introduce yourself to our representatives:

Jim McFadden VP Institutional Sales

Jim McFadden
VP Institutional Sales

Avi Rutstein VP Institutional Sales

Avi Rutstein
VP Institutional Sales

Avi Rutstein, VP Institutional Sales. With over 10 years of experience in the financial services industry, Avi is a relationship guy.  He talks to advisors in the field every day and helps them to grow their practice, implement new ideas and talk to their clients on a broad spectrum of investment topics.

Jim McFadden, VP Institutional Sales. As one of CMG’s newest team members, Jim is eager to learn about your practice and find ways that CMG can work with you to build your portfolio through the integration of our innovative tactical solutions.

CMG also held a breakout session today, Tuesday, August 19, “Tactical Investments for Bull and Bear Markets”. During the presentation, Avi Rutstein shared some ideas to help you grow your practice and help your clients stay on track with their investment goals. If you’d like to learn more about the presentation and find our how you can implement some of these strategies at your practice, please let us know at advisors@cmgwealth.com. 

We hope your week is off to a great start! We know Avi and Jim look forward to talking to some more great advisors and enjoying the beautiful scenery at the IFG National Conference in Coronado this week!

Avi

Categories: CMG News, Marketing Tags: Conference

CMG In Chicago At ​BCM ​Annual ​Conference

Posted on 07.16.14 |

Brookstone Capital ManagementThe CMG team is in Chicago this week at the historic Drake Hotel for the 2014 Brookstone Capital Management Annual Conference. We are thrilled to partner with Brookstone and to have the opportunity to spend time with the advisors and the home office staff.

CMG Capital Management Group CEO Steve Blumenthal will speak at the conference on tactical investing strategies as well as offer some insight on the equity markets, the likely direction of interest rates and important lessons learned over the last 30+ years on Wall Street.

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Categories: Marketing Tags: Conference, marketing, Steve Blumenthal, Tactical Investing

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by CMG Capital Management Group, Inc (or any of its related entities-together "CMG") will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities.
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This presentation does not discuss, directly or indirectly, the amount of the profits or losses, realized or unrealized, by any CMG client from any specific funds or securities. Please note: In the event that CMG references performance results for an actual CMG portfolio, the results are reported net of advisory fees and inclusive of dividends. The performance referenced is that as determined and/or provided directly by the referenced funds and/or publishers, have not been independently verified, and do not reflect the performance of any specific CMG client. CMG clients may have experienced materially different performance based upon various factors during the corresponding time periods.
Hypothetical Presentations: To the extent that any portion of the content reflects hypothetical results that were achieved by means of the retroactive application of a back-tested model, such results have inherent limitations, including: (1) the model results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of the referenced models, certain aspects of which may have been designed with the benefit of hindsight; (2) back-tested performance may not reflect the impact that any material market or economic factors might have had on the adviser’s use of the model if the model had been used during the period to actually mange client assets; and, (3) CMG’s clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the model. Please Also Note: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal to any corresponding historical index. (i.e. S&P 500 Total Return or Dow Jones Wilshire U.S. 5000 Total Market Index) is also disclosed. For example, the S&P 500 Composite Total Return Index (the “S&P”) is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor’s chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. The historical performance results of the S&P (and those of or all indices) and the model results do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. For example, the deduction combined annual advisory and transaction fees of 1.00% over a 10 year period would decrease a 10% gross return to an 8.9% net return. The S&P is not an index into which an investor can directly invest. The historical S&P performance results (and those of all other indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual in determining whether the performance of a specific portfolio or model meets, or continues to meet, his/her investment objective(s). A corresponding description of the other comparative indices, are available from CMG upon request. It should not be assumed that any CMG holdings will correspond directly to any such comparative index. The model and indices performance results do not reflect the impact of taxes. CMG portfolios may be more or less volatile than the reflective indices and/or models.
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