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09/09/2010 - Sin Stocks May Be A Blessing In A Difficult Market

CE Credit Eligible

Wrenching volatility in core investments has created greater appreciation for the sin sector. Like it or not, sin stocks have a place in portfolios, academic studies have shown.

Having historically produced above-average cash flows and dividends, vice stocks have the potential to outperform in a difficult economy.

At this webinar, you’ll learn from a sin stock portfolio manager and a leading academic expert about:

  • What is considered a vice company?
  • How vice stocks have performed versus the S&P 500
  • Why vice-related companies often outperform companies of comparable size in traditional sectors
  • Comparing a typical vice company to a typical consumer non-durable company
  • Vice-stock performance in various market cycles
  • Potential cost of abstaining from sin stocks
  • Using sin stocks in an asset allocation strategy

Guest speakers are Jeff Middleswart, Portfolio Manager of the Vice Fund and president of Behind the Numbers LLC, and K.C. Ma, Ph.D., CFA, Roland Chair of Applied Investments at Stetson University and author of "Sin Stock Returns" with Dr. Frank Fabozzi of Yale University.

Launched in 2002, The Vice Fund focuses on four industry groups--alcohol, tobacco, gaming and defense. It has received much recent media attention due to its outperforming the S&P 500 and ranking in the top 3 percent of its large-blend fund peers according to Morningstar. USA Mutuals functions as the investment advisor to the Vice and the Generational Wave Growth Funds.


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8/20/2010 The 10-Year Exit Plan: Controlling Your Future David Grau, Sr.FP Transitions
8/19/2010 Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau Michael KellyBack Office Support Service
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8/6/2010 Collaborating With Estate Planning Attorneys Rick RandallNational Network of Estate Planning Attorneys
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7/23/2010 What Is Your Firm Really Worth? Mark Hurley Shares The Ugly Truth Mark HurleyFiduciary Network LLC
7/16/2010 Time Management For Advisors Diane MacPheeDMAC Consulting Services
7/15/2010 A Low-Cost Portfolio Reporting Solution For Independent Advisors Rob MajorAssetBook
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6/25/2010 Conducting 401(k) Vendor Searches For Small Plan Sponsors Charles EpsteinThe 401k Coach Program
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6/17/2010 Setting Up A New Advisory Firm Bill WinterbergFP Pad
6/11/2010 Roth IRA: Beyond The Basics Bob KeeblerBaker Tilly Virchow Krause, LLP
6/4/2010 Appointing A Trust Protector To Improve Estate Plans Rick RandallNational Network of Estate Planning Attorneys
5/21/2010 Successful Marketing For Financial Advisors John AndersonSEI Advisor Network
5/20/2010 Financial Planning Outsourcing To Deepen Client Relationships Kristen M. JankowskiFinancial Planning Outsource Services LLC
5/14/2010 Deeper Client Connections Through The Power Of Story Scott FarnsworthSunbridge Legacy Network
5/7/2010 Financial Services Reform Update Duane ThompsonPotomac Strategies LLC
4/30/2010 Four Problems Plaguing Advisors And The Solutions Diane MacPheeDMAC Consulting Services
4/23/2010 Trends In Family Offices And Multi-Family Offices Bob CaseyThe Family Wealth Alliance
4/16/2010 Advisor Compliance Update Chris WinnAdvisor Assist
4/15/2010 Document Management For New RIAs Joanne DayTrumpet Inc.
4/9/2010 Managing Portfolio Risk With Stock Collars Thomas SchwabSummit Portfolio Advisors, LLC
4/2/2010 Secure Solutions To Protect Clients & Advisors From New Privacy Laws Brian EdelmanFinancial Computer Services
3/26/2010 Eight Strategic Steps To Grow Your Advisory Firm George TamerTD AMERITRADE Institutional
3/19/2010 How To Talk To Clients In A Post-Crisis World Mitch AnthonyAdvisor Insights Inc.
3/18/2010 Setting Up Technology Systems At A New RIA Brian EdelmanFinancial Computer Services
3/12/2010 Social Network Investing And Financial Advisors Rikki Tahta
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3/5/2010 Tactical Asset Allocation In A Secular Bear Market Kenneth Solow
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2/26/2010 New Opportunities For Advisors In 401(k)s Charles EpsteinThe 401k Coach Program
2/19/2010 ETFs: The Good, Bad, And Misunderstood Gary GastineauETF Consultants
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2/12/2010 A Roundup Of Leading Advisor CRM Systems Blane WarreneQuonWarrene
2/5/2010 Roth IRA Conversion Techniques Bob KeeblerBaker Tilly Virchow Krause, LLP
1/29/2010 The New Estate Planning Landscape Rick RandallNational Network of Estate Planning Attorneys
1/22/2010 What's New At Schwab Performance Technologies? Michael WilliamsSchwab Performance Technologies
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1/15/2010 Precious Metals: Can The Rally Continue? William RhindETF Securities Ltd.
1/8/2010 The 401(k) Upheaval And How It Affects Advisors Mary RowlandAdvisors4Advisors
12/18/2009 Sizing Up Performance Reporting Outsourcing Solutions Michael LoboscoAdvent Software Inc
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FAQs

What is the Financial Advisor Webinar Series?

The Financial Advisor Webinar Series is a free weekly webinar presentation that addresses key issues affecting financial advisors and financial planners during the global economic crisis. Advisor Products began hosting the Financial Advisor Webinar Series in October 2008 as a way to support the financial advisor community during a difficult juncture for the industry.

As the global economic troubles cut advisory firms' assets under management revenues in half and clients were scared, our experts presented techniques to help advisors stop losing business and even gain market share from the competition. In short, the Financial Advisor Webinar Series has helped financial advisors survive and thrive during the financial crisis.

Is there a cost to attending the financial advisor online seminars?
No. There is no charge for attending the Financial Advisor Webinar Series.
How can I receive continuing education credit for attending live sessions of the Financial Advisor Webinar Series?
If you are a CFP, registered with the CFP Board of Standards, your only need to register and attend the webinar, and enter your CFP Board ID number in the post-webinar survey. We will submit the attendee list electronically to the CFP Board.
If I did not complete the post-webinar survey at the end of the live webinar session, how do I receive CE credit?
If you attended a CE-eligible live webinar session for at least 50 minutes, but did not complete the post-webinar survey, please send email webinars@advisorproducts.com with the date of the webinar, your full name as registered with the CFP Board of Standards, and your CFP ID number. Upon verifying your attendance, we will follow up with you within three business days.
Can non-CFPs receive continuing education credit for attending live sessions of the Advisor Products’ Advisor Webinar Series?
Currently, we can only process continuing education credit on your behalf from the CFP Board of Standards. If you would like credit from other organizations, you can view the replays and a letter will be generated for you. You can then use that letter to pursue credit on your own.
Do I have to attend for the full hour in order to receive continuing education credit?
You must attend at least 50 minutes of the one-hour webinar, in order to receive CE credit.
Can I receive continuing education credit for viewing replays of past webinars?
Continuing Education credit for webinar replays is available on advisorsforadvisors.com.
Can we download presentation slides before the presentation?
Yes. As soon as slides are available, we will post them to this page.
How can I obtain the CE letters for all the replays that I’ve previously viewed?
You can obtain letters for all credit-eligible webinar replays you've watched in entirety by clicking the links in your profile.
Can I become a speaker or suggest a speaker?
Suggest a speaker or become a speaker, please email agluck@advisorproducts.com.

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