CMG AdvisorCentral

Tactical investing news, views and resources for financial advisors

TwitterGoogle+Linkedin
  • Blog
    • Contributors
  • Advisor Resources
  • About CMG
    • Sitemap
  • Events

Closing Out A Great #FPABE in Seattle

Posted on 09.23.14 |

CMG Capital Management Group Banner at FPA BE Seattle

CMG Banner at FPA BE Seattle

We had a great time in Seattle at the annual Financial Planning Association Conference (#FPABE). We met financial planners, financial planning students, investment managers, and service providers supporting the financial industry. The Financial Planning Association does a tremendous job of furthering the planning industry with a full schedule of educational workshops. It was good to see all the enthusiasm and innovation in the planning field.

Some trends we noticed:

Advisors are looking for creative ways to promote themselves and their business through social media and digital marketing. The digital marketing offerings for advisors is truly impressive. These tools give enterprising advisors the tools they need to grow their network, gain stature in the industry, and increase AUM.

Advisors want creative solutions to constructing diversified portfolios for their clients. As we get into the late stages of the current bull market, investors seek ways to protect against the sort of precipitous market slide we experienced in 2008. Hedging strategies and tactical investing was widely discussed.12th Man Seattle

We enjoyed exploring the wonderful city of Seattle, especially on Sunday when the Seahawks were playing the Broncos. Seahawks fans were dressed in all their wild regalia to support their hometown team. You see “12” banners throughout the city, in honor of the loudest fans in the NFL.

CMG Capital Management Group continues with a year-long Conference schedule throughout the U.S. We enjoy meeting financial planners who seek investment solutions structured to capture upside market moves, while mitigating losses that occur in steep declines. – Michael Sciortino

Categories: Conferences Tags: #FPABE, financial planners, Financial Planning Association

CMG On Its Way to #FPABE In Seattle

Posted on 09.19.14 |

FPA BE Seattle 2014 Mobile App

FPA BE Seattle 2014 Mobile App

I’m at the airport, ready to board a plane to Seattle to meet more than 2,000 financial professionals this weekend at Financial Planning Association Annual Conference.

I look foward to learning about the challenges that advisors face in constructing diversified portfolios for their clients. Stop by Booth #930 if you’re at the Conference.

Here at CMG Capital Management Group we offer time-tested tactical strategies structured to enhance portfolio diversification, lower correlation, and manage risk.

Tactical investing strategies are gaining favor now because investors seek an alternative to the traditional 60/40 buy/hold model and want greater diversification and flexibility in their portfolios.

Over the past 15 years a host of new, liquid investment solutions have become available, and advisors (and investors) have access to investment options that, until recently, were the exclusive province of institutions. These investment vehicles can help you build more diverse, resilient portfolios designed to enhance return and reduce overall portfolio risk.

Read More >

Categories: CMG News, Conferences Tags: #FPABE, Financial Planning Association, Mike Sciortino

Join Us At FPA’s BE Seattle 2014

Posted on 09.10.14 |

Seattle largest gathering of Certified Financial PlannersJoin CMG Capital Management Group in Seattle for the FPA BE, the largest gathering of CFP® professionals. When:  Sept. 20-22, 2014. Find us at Booth #930.

We’ll be happy to discuss how our tactical investing strategies help you build diversified portfolios for your clients. Ask for our complimentary White Paper Introduction to Tactical Investing Strategies.

Read More >

Categories: Conferences Tags: Financial Planning Association

Top Posts

  • Building A Hunker Down ETF Portfolio - Blumenthal at Barron's
  • Blumenthal in WSJ on Valuations And Forward Returns
  • CMG's Total Portfolio Solution Whitepaper Free Download
  • CMG Adopts GIPS Standards Verified By Ashland Partners
  • Charting The New Bull Market in Gold - Blumenthal in Forbes

Categories

  • CMG News
  • Conferences
  • Equities
  • Fixed Income
  • Global Economy
  • Market Snapshot
  • Marketing
  • Monetary Policy
  • Portfolio Construction
  • Practice Management
  • Tactical Investment Strategies
  • top posts

Archives

Browse the blog A-Z

CMG CAPITAL MANAGEMENT GROUP, INC. • 1000 Continental Drive, Suite 570 • King of Prussia, PA 19406 • P:610.989.9090 • E:advisors@cmgwealth.com

©2018 Capital Management Group, Inc, All Rights Reserved

IMPORTANT DISCLOSURE INFORMATION

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.
Certain portions of the content may contain a discussion of, and/or provide access to, opinions and/or recommendations of CMG (and those of other investment and non-investment professionals) as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current recommendations or opinions. Derivatives and options strategies are not suitable for every investor, may involve a high degree of risk, and may be appropriate investments only for sophisticated investors who are capable of understanding and assuming the risks involved. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from CMG or the professional advisors of your choosing. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisors of his/her choosing. CMG is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice.
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.
In the event that there has been a change in an individual's investment objective or financial situation, he/she is encouraged to consult with his/her investment professionals.
Written Disclosure Statement. CMG is an SEC registered investment adviser principally located in King of Prussia, PA. Stephen B. Blumenthal is CMG's founder and CEO. Please note: The above views are those of CMG and its CEO, Stephen Blumenthal, and do not reflect those of any sub-advisor that CMG may engage to manage any CMG strategy. A copy of CMG's current written disclosure statement discussing advisory services and fees is available upon request or via CMG's internet web site at (http://www.cmgwealth.com/disclosures/advs).