Robert D. Kantor, ARPC | Source | CIO, Co-founder at XML Financial Group
Robert D. Kantor, ARPC
Robert is the Chief Information Officer and Co-founder at XML Financial Group. He oversees the firm’s investment advisory activity and is also head of the firm’s investment committee. Previously, Robert was Vice President and a Senior Financial Advisor at Merrill Lynch, where he specialized in custom retirement plan design. In addition, he also served on the Advisory Council to Management and was a Founder of the Charitable Giving Committee.
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XML Financial Group
CIO, Co-founder
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Consider Owning These ETFs
A look at the ETFs that advisors are currently using within their client portfolios.
Article
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2025 Stock Market Outlook: Tariffs Pose Key Risk, Says Expert
Robert warns that tariffs are a major risk, causing anxiety. He advises, "Investors should do what is best for their personal financial situation." For those investing $25,000-$50,000, he suggests focusing on asset classes currently down, using dollar-cost averaging.
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We really like the iShares Core S&P 500 ETF (IVV). Even though the S&P 500 has about 25% in tech and is a market-cap-weighted portfolio, it is still a good sampling of the broad market for diversification and covers the large cap value and growth stock universe. The S&P 500 has become the gold standard benchmark for measuring investment performance versus other indexes. It is top tier in investment performance since its inception. Being a market-cap-weighted portfolio, a large proportion of the returns are driven by momentum stocks that are important in [the current] and future economic environment. Having the largest 500 stocks generally leads to companies with good consistent earnings and dividends.
