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Description

What is shadow indexing, and can it strengthen or weaken your long-term investment portfolio? Epic Trust Financial, LLC, Financial Advisors Jeff Lewis and Marc Livernois discuss explain shadow indexing, and offer some things to consider if you've thought about including shadow indexing in your investment strategy. 

They'll also take a look at some of the stocks and business sectors that they think could provide investment dividends heading into the fourth quarter of 2021.

Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode.

Disclaimer:

To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:

Compliance Department

Epic Trust Financial Group, LLC

1305 Fowler St.

Suite 1D

Richland, WA, 99352, USA

Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.

This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.