CAIALouis Arranz

Key takeaways Active ETFs can be utilized in model portfolios to reposition faster and offer potentially greater capital and tax efficiency. Our team utilizes active ETFs to sharpen our portfolio exposures after making broad asset allocation decisions. For decades investing has been an active exercise, even as shifts toward low-cost, index-based investments have strengthened. Today, investors are once again evaluating active vehicles to seek enhanced risk-adjusted returns.

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Key takeaways: Market volatility can significantly impact retirement savings, making it essential to choose investment strategies that can help limit downside risk. Investors could consider an income-centric approach to help avoid depleting their savings during market downturns. Higher income-producing portfolios can provide stable distributions without selling principal to meet target income requirements in different market environments.