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Advisor Intel: Ben Feldmeyer
A Q&A with Ben Feldmeyer, Founder & CEO of Feldmeyer Financial Group, on how his firm incorporates ETFs into their practice.
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"Advisor Intel" is a new series on ETF Central spotlighting how financial planners are incorporating ETFs into their practices. In our inaugural edition, we share a Q&A with Ben Feldmeyer, Founder & CEO of Feldmeyer Financial Group, to delve into his career, his firm's approach, and his insights on ETFs.
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Hi, I'm Ben Feldmeyer
I have always been an entrepreneur. When I was in grade school, I made my own business cards and knocked on neighbors' doors, offering my card and asking for work. As I got older, I developed an interest in the investment markets and discussed trades with my dad, who worked with a broker. My real breakthrough came when I learned about financial planning and how everything can come together to meet a goal.
Over 30 years ago, I founded Feldmeyer Financial Group with a commitment to providing comprehensive financial advice. My firm works with individuals, families, and business owners to help them identify the most straightforward path to meet their objectives.
The Q&A
When did you first start incorporating ETFs into your clients’ portfolios?
We began using ETFs after they had become an established vehicle. We waited until there was an acceptance in the markets and there were several providers.
How do you anticipate allocating your clients' portfolios to ETFs compared to mutual funds and stocks in the future?
Maintaining the current allocation among ETFs, mutual funds, and stocks.
What factors do you consider when selecting ETFs for your clients' portfolios?
Expense ratios, risk-adjusted returns and volatility, liquidity and trading volume
Have you allocated funds to Crypto ETFs?
No, but considering it in the future
Do you invest in Active ETFs? and Why?
We believe that active ETFs are the future and are evaluating each provider as they introduce their product offerings.
What are your preferred ETFs strategies to generate income for your clients?
We don't have a specific strategy, we adjust as the markets change.
What types of ETFs are you most interested in currently?
US Equity ETFs, High Yield Income ETFs (Dividend, Covered Calls, MLP, HY Bonds REIT other).
What are your favorite ways to learn about ETFs available in the market? (Choose your top 3)
Direct meetings, webinars, online seminars and podcasts, industry conferences and events
How valuable are in-person meetings or webinars hosted by ETF issuers for your understanding and decision-making?
Somewhat valuable
What's your outlook for the rest of the year? for 2025?
Cautiously optimistic.
What ETFs are you considering to position your clients for the remainder of 2024 and into 2025?
Our model is adjusted based upon market conditions.
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