“ . . . they’re very low cost. They’re highly liquid. ETFs are transparent, so you always know what’s in them. They’re very tax efficient. And, you know, you kind of get instant diversification, too. So depending on what you buy, there’s a lot of different options of ETFs . . .”
– Carl Noble CFA®, Senior Investment Analyst, Pinnacle Advisory Group
Carl Noble, CFA® joined Pinnacle in 2001, after graduating with honors with a Bachelor’s Degree in Finance from the University of Maryland. As Senior Investment Analyst, he’s responsible for a variety of different research and analytic efforts, ranging from broad macro-economic topics to individual security selection issues. He helped develop Pinnacle’s tactical asset allocation investment strategy from its inception in 2002 and remains actively involved on a daily basis. He’s an integral part of Pinnacle’s Investment Team, which handles the day-to-day portfolio management activities.
In this in-depth interview, Carl provides a full range of options and possibilities for using the advantages offered by ETFs to benefit investors and advisors alike. If you want to build maximum diversity and mitigate some risk, this interview will give you the insights you need.