Tariffs, DOGE, and your Portfolio: Strategies to Protect your Gains in 2025 – Innovator ETFs – 3.31.25

Overview:
Title: Tariffs, DOGE, and your Portfolio: Strategies to Protect your Gains in 2025
Date: Monday, March 31, 2025
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

With markets at all-time highs, rising volatility, and investor sentiment dwindling, advisors have a lot to consider.

In today’s unpredictable market landscape, effective risk management is essential for safeguarding your client’s gains.

Join us for a timely discussion on:

  • Tariffs & Trade Policy Risks – How new tariff policies could impact your investments.
  • The Department of Government Efficiency (DOGE) – What impact this agency could have on inflation, the economic growth, and the US equity market.
  • Portfolio Positioning – Top strategies to shield investments from policy shifts and capitalize on potential market trends.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Tim Urbanowicz, CFA Tim Urbanowicz, CFA Chief Investment Strategist Innovator Capital Management

Tim Urbanowicz, CFA is the Chief Investment Strategist for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and model portfolio solutions. Tim is a regular contributor on Fox Business Network, CNBC, Yahoo! Finance, and Bloomberg, discussing his views on the economy and global capital markets.

Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.

Tom O’Shea, CFA Tom O’Shea, CFA Director of Research & Investment Strategy Innovator Capital Management

Tom O’Shea joined Innovator Capital Management in 2022 as the Director of Research & Investment Strategy and is responsible for investment research and portfolio construction. Prior to joining Innovator, Tom was a Senior Consultant in EY’s Strategy and Transactions group. Tom spent the majority of his career at Northern Trust Asset Management as an Investment Strategist on the Global Asset Allocation team.

Tom is a CFA charter holder, a member of the CFA Society of Chicago and holds a Bachelor of Science in finance from the University of Illinois Urbana-Champaign. He expects to complete his Masters of Science in Analytics from Georgia Tech in the spring of 2024.

The Funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. For more information regarding whether an investment in the Fund is right for you, please see “Investor Suitability” in the prospectus.

Carefully consider the investment objective, risks, charges, and expenses contained in the prospectus at innovatorefs.com. Read carefully.

There is no guarantee the fund will achieve its investment objective. Investors purchasing shares after an outcome period has begun will be exposed to enhanced downside risk.

Distributor: Foreside Fund Services, LLC.