Income strategies during a low interest rate environment

 

 

A well thought out Retirement Income Strategy can allow you to enjoy the benefits of your Golden Years, and spend more time doing what is important to you and your loved ones. ATIA financial advisors provide sophisticated life planning tools to help you meet or exceed your goals, expenses, and inheritance plans.

 

 

Create a portfolio for income, growth, and value

As the Federal Reserve Board raises US interest rates in the years ahead, investing in the bond market will become a challenge awaiting many fixed income investors.  Our efforts include helping income oriented clients to find better yields in the US as well as the international markets while managing the downside risks inherent to both interest rate and credit sensitive investments like bonds, stock, ETF's, Treasuries, or CD's. ATIA can provide a strategic diversification in multiple asset classes for both current income and growth.  

Reduce volatility by investing across multiple market sectors  

Whether you are a passive investor or an active trader, invest for growth, value, or income, our live analysis of emerging events and market conditions can help you stay better informed.  Our clients have the opportunity to engage an Asset Allocation Consultant, and/or an automated system with an advisor, to seek new and emerging opportunities in the US and foreign markets. By allocating portfolios among broad Indexes, individual stocks, bonds, and managed funds or Exchange Traded Funds (ETFs), clients can participate in selected markets, Indexes, and emerging growth and income opportunities.   

 

Exchange Traded Funds (ETFs) versus Mutual Funds

ETF's are commission free and offer a practical way to participate in both the broader markets as well as certain market sectors including Energy, CyberSecurity, HealthCare, and Financials. Like Mutual Funds, ETFs provide more diversification than owning a single equity or bond, and do not in general offer the benefits of individual stock or bond ownership. With ETFs, clients avoid Front-end or Back-end sales charges, or 12B-1 fees also known as "trailers,' thus lowering the cost of buying, holding, or liquidating an ETF investment.  ATIA will often utilize sector investing in Exchange Traded Funds (ETFs) with selected stock ownership, as do many Hedge Fund Managers who can be overweighted in one or more position(s) within an ETF.

Characteristics of Exchage Traded Funds (ETFs)

Exchange Traded Funds (ETF's) allow an investor the ability to participate in either broad or specific market sectors. The popularity of ETF's among investors has come with mixed results, as not all ETF's may match the sector benchmark return due to the structure of the ETF or other factors beyond the investors control. Our experience of investing in various ETF's can provide guidance when investing in this seemingly simple yet potentially complex product class.

Use Dividend Reinvestment Plans to create value or cash

Although dividend re-investment can be a vital component of a successful portfolio performance over the long term, depending on the investment climate or investment class, we do not always contend that dividend re-investment is appropriate. We provide guidance to investors when making these decisions on an issue by issue basis. Dividend Reinvestment Plans (DRIPs) are available with little or no transaction fees, and are free of commissions.

Option Strategies can Hedge a Portfolio and produce income

Using options to hedge your investments takes careful planning and sound execution.  With our assistance qualified clients can generate additional income, provide downside protection on a portfolio, and limit losses during extreme market conditions. Options are only used with prior written approval among qualified investors.  

ATIA Wealth Management Group accepts Hedge Fund clients

Clients seeking an alternative advisor to deploy more sophisticated market trading and hedging activity may find Advanced Trader Investment Advisors LLC as a viable firm.  Through one or more leading platforms and resources, ATIA can plan, execute, and manage simultaneous positions globally.  Our experience in multiple markets and asset classes worldwide including commodities, stocks, bonds, precious metals, energy, utilities, and indexes, make our services one you will appreciate with confidence.

State-of-the-art Trading with ATIA

Advanced Trader Investment Advisors LLC can provide clients with access to one or more robotic trading platforms.  By leveraging the experience of a seasoned trader with the stealth speed of an automated trading platform, investors can gain a valuable advantage over strictly automated systems by more closely monitoring outside events and unforeseen conditions that computerized systems may fail to address. 

*Advanced Trader Investment Advisors, LLC./ATIA Wealth Management Group  If and when ATIA refers a client to a custodian broker/dealer or a Third Party Money Manager, ATIA will only refer client(s) to custodian broker dealers or a Third Party Money Manager where clients reside, where the B/D or Third Party Money Manager is registered or on file, and a Member of FINRA, and SIPC.