Spotlight Podcast

Latest Episodes:

Getting Reliable Dividends in the ETF Market Nov 15, 2023

Show notes

In this episode of Spotlight, Stephanie Stanton @etfguide interviews Lance McGray, Head of ETFs at Advisors Asset Management about the faltering 60/40 portfolio mix and why it might be time to examine better strategies.
You'll also learn about ETF strategies for year-end tax loss selling. Plus, you'll learn about how to get reliable dividend income without the big risk of long duration investments.
ETF tickers mentioned in this episode include
1. AAM Low Duration Preferred & Income Securities ETF (PFLD)
2. AAM S&P 500 High Dividend Value ETF (SPDV)
3. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
4. AAM S&P Developed Markets High Dividend Value ETF (DMDV)
5. AAM S&P Emerging Markets High Dividend Value ETF (NYSE: EEMD)

Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW! Nov 07, 2023

Show notes

In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.
Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting.
*ETF tickers mentioned in this episode*
Alerian Energy Infrastructure ETF (ENFR)
Alerian MLP ETF (AMLP)
ALPS O’Shares U.S. Quality Dividend ETF (OUSA)
ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
ALPS International Sector Dividend Dogs ETF (IDOG)
ALPS Active REIT ETF (REIT)
ALPS Sector Dividend Dogs ETF (SDOG)
Energy Select Sector SPDR Fund (XLE)
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*To learn more about SS&C ALPS Advisors visit*
http://www.alpsfunds.com

Finding Reliable Dividend Income in the ETF Market Aug 02, 2023

Show notes

In this episode of Spotlight, Thalia Hayden @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.
Topics covered include ETF strategies for combating the concentration risk in megacap stocks, high inflation, and getting reliable dividend income from overlooked sectors.
ETF ticker symbols discussed in this episode are:
Alerian Energy Infrastructure ETF (ENFR)
ALPS Active REIT ETF (REIT)
ALPS Sector Dividend Dogs ETF (SDOG)
ALPS Equal Weight Sector ETF (EQL)
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To learn more about SS&C ALPS Advisors visit
http://www.alpsfunds.com

Adding Small Caps and Transformative Technology to Your ETF Portfolio! Jul 28, 2023

Show notes

In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about big opportunities for investors and financial advisors in overlooked smaller stocks and technology companies that are transforming business.
You'll also learn about ETF strategies for getting sustainable dividend income without the big risk of long durations and shaky credit quality.
ETF tickers mentioned in this episode include
1. AAM Low Duration Preferred & Income Securities ETF (PFLD)
2. AAM S&P 500 High Dividend Value ETF (SPDV)
3. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
4. AAM Transformers ETF (TRFM)

Positioning Your Money for Higher Dividend Income May 24, 2023

Show notes

In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF dividend income strategies for investors and financial advisors.
You'll learn about ETF strategies for fighting rising interest rates and high inflation. Plus, you'll see how high dividend income in the right markets, is both achievable and sustainable.
ETF tickers mentioned in this episode include
1. AAM Low Duration Preferred & Income Securities ETF (PFLD)
2. AAM S&P Developed Markets High Dividend Value ETF (DMDV)
3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)
4. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
Learn more about Advisors Asset Management's ETF lineup
https://www.aamlive.com/ETF

ETF Spotlight: Analyzing Biotechs, High Dividend and Quality Factor Strategies May 24, 2023

Show notes

In this episode of Spotlight, Thalia Hayden @etfguide talks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.
Topics covered include ETF strategies for the upswing in biotech stocks, international stocks, and high dividend strategies.
ETF ticker symbols discussed in this episode are:
ALPS Sector Dividend Dogs ETF (SDOG)
ALPS International Sector Dividend Dogs ETF (IDOG)
ALPS | O’Shares Europe Quality Dividend ETF (OEUR)
ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
ALPS Medical Breakthroughs ETF (SBIO)
Alerian MLP ETF (AMLP)
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To learn more about SS&C ALPS Advisors visit
http://www.alpsfunds.com

Defensive ETF Strategies for Higher, Sustainable Dividend Income Mar 06, 2023

Show notes

In this episode of Spotlight, Stephanie Stanton @etfguide chats with Lance McGray, Head of ETFs at Advisors Asset Management about ETF dividend income strategies for investors and financial advisors.
You'll learn about ETF strategies for combating rising interest rates and stubborn inflation. Plus, you'll see how dividend income could buffer stock market volatility.
ETF tickers mentioned in this episode include
1. AAM Low Duration Preferred & Income Securities ETF (PFLD)
2. AAM S&P 500 High Dividend Value ETF (SPDV)
3. AAM S&P Emerging Markets High Dividend Value ETF (EEMD)
4. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
5. AAM Transformers ETF (TRFM)
Learn more about Advisors Asset Management's ETF lineup
https://www.aamlive.com/ETF

ETF Strategies for Getting More Dividends, Combating Inflation and Hedging Market Volatility Feb 28, 2023

Show notes

In this episode of Spotlight, Stephanie Stanton @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.
Topics covered include ETF strategies for combating stubborn inflation, dampening stock market volatility and getting more dividend income.
ETF ticker symbols discussed in this episode are:
Alerian Energy Infrastructure ETF (ENFR)
ALPS Clean Energy ETF (ACES)
ALPS Active REIT ETF (REIT)
ALPS Sector Dividend Dogs ETF (SDOG)
Alerian MLP ETF (AMLP)
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To learn more about SS&C ALPS Advisors visit
http://www.alpsfunds.com

ETF Investing: Year-end Moves and 2023's Biggest Investment Trends Dec 08, 2022

Show notes

In this episode of Spotlight, Stephanie Stanton @etfguide speaks with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.
Topics covered include what's behind the bullish move in energy stocks and ETFs, the investment opportunity in high quality small cap stocks and ETF strategies for combating high inflation and volatility.
Plus, Baiocchi explains the basics of tax-loss harvesting and why 2022 is drenched with opportunities to benefit from this popular portfolio optimization technique.
ETF ticker symbols discussed in this episode are:
ALPS O'Shares U.S. Quality Dividend ETF (OUSA)
Alerian Energy Infrastructure ETF (ENFR)
ALPS Clean Energy ETF (ACES)
Alerian MLP ETF (AMLP)
*********
To learn more about SS&C ALPS Advisors visit
http://www.alpsfunds.co

ETF Strategies for Dividend and Value Investors Dec 03, 2022

Show notes

In this episode of Spotlight, Arianne Alcorta @etfguide talks with Lance McGray, Head of ETFs at Advisors Asset Management about dividend income strategies for ETF investors.
Investors and financial advisors will learn about ETF strategies for combating higher inflation and rising interest rates. Plus, you'll see how dividend income could buffer stock market volatility.
Finally, McGray examines the biggest investing lessons of 2022 and market trends he's watching for in 2023.
ETF tickers mentioned in this episode include:
--AAM Low Duration Preferred & Income Securities ETF (PFLD)
--AAM S&P 500 High Dividend Value ETF (SPDV)
--AAM S&P Emerging Markets High Dividend Value ETF (EEMD)
Learn more about Advisors Asset Management's ETF lineup
https://www.aamlive.com/ETF

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