Azzad's Webinar Series

Azzad regularly hosts webinars on a variety of investing related topics. A selection of our recent webinars is below. If you’d like to be informed by email of future webinars so that you can listen live and ask questions, please email us at info@azzadfunds.com or sign up for our newsletter.

Learn how the the Tax Cuts and Jobs Act will affect individuals and small business owners in 2019, with a special emphasis on retirement planning.

A trade war between the United States and China broke out earlier this year, and markets responded with sometimes dramatic results. Rising tensions between the two largest economies in the world has led some to suggest that investors are about see the end of a decade-long bull market in stocks.

Watch to hear portfolio managers from SKBA Capital Management, which manages Azzad’s Large Cap Value Portfolio, as they examine which industries have been hurt by the trade war and where opportunities and risks may exist if it isn’t resolved soon.

This is a recording of Azzad Asset Management’s annual webinar on zakah.

We explained which assets are eligible for zakah and how to calculate zakah on assets like retirement accounts, rental properties, real estate, jewelry, and more.

We also gave a brief explanation of four tax-smart planned charitable giving strategies. After the main presentation, attendees asked questions that were answered by Azzad’s CEO Bashar Qasem, a Certified Shariah Advisor and Auditor.

2018 was an important one for individual and business taxpayers, most of whom had to adjust to big changes in the law. As April 15 approaches, are you ready to prepare your return? This webinar is intended to help investors gather the information they’ll need to do their taxes.

The material, views and opinions expressed in this presentation are solely those of the presenter and may not be reflective of those held by Azzad Asset Management.

Forward-looking statements are subject to uncertainties that could cause actual developments and results to differ materially from the expectations expressed.

The webcast is provided for general information purposes only and should not be considered an individualized recommendation or advice. Azzad Asset Management makes no representations or warranties with respect to the accuracy or completeness of the information provided.

Mutual fund investments, including the Azzad Funds, are not FDIC-insured, so you may lose money. The Azzad Funds are available by prospectus only, which includes more information about the Funds’ objectives, risks, charges, and expenses. Please read the prospectus before sending any money. To request a free copy, please call 1-888-862-9923, or visit us online at www.azzadfunds.com. Azzad Asset Management serves as the investment adviser to the Azzad Funds, which are self-distributed. Past performance cannot guarantee future results.

Copyright © 2019 Azzad Asset Management, Inc. All rights reserved.

Wow, last year was a real kick in the gut for investors. Things were looking great until October when the wheels fell off and several indices entered bear market territory. Should we expect more of the same in 2019?

Here’s our conversation with Azzad Ethical Fund portfolio manager Christian Greiner, CFA® on January 15, 2019. We talked about what investors should (and should not) pay attention to in the new year.

Questions answered include:

  • On what kinds of assets should I pay zakah?
  • Do I owe zakah on my 401(k) and IRAs?
  • Should I calculate zakah the same way for real estate and rental properties?
  • Can I deduct my mortgage and other debt before I pay zakah?

Learn how to calculate zakah on modern assets following the guidelines of the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI).

Pop quiz (concrete examples) beings at 14:49

Question and answer begins at 20:12.

What you need to know for your federal return.

For tax information specific to your situation, consult a tax professional.

The Dow at 25,000. A new tax regime. Is it morning in America?

Stock markets hit multiple records throughout 2017. With double-digit returns for the Dow and S&P 500, investors are wondering if markets have the potential to reach even higher highs in the New Year. No one knows how long the bull market will last or how it will react to major political and economic changes, like the 2018 mid-term elections and the Tax Cuts and Jobs Act. The only certainty is that there will eventually be a correction some time in the future. Markets cannot go up forever. Could it be in 2018? We talked to Christian Greiner, CFA® about what investors could expect for 2018.

Calculating Zakah on Modern Financial Assets (May 2017)

Ever wondered if you have to pay zakah on a 401(k)? What about bonds in your portfolio? This webinar will explain the consensus opinion on how to calculate zakah according to the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI).

Learn how to calculate what you may owe on retirement accounts, investment accounts, real estate, rental properties, precious metals, and more.

Call us at 888.86.AZZAD or email info@azzadfunds.com for more information about our zakah and purification calculation guidelines. You can also request an Azzad investment advisor to speak about zakah and halal investing at your mosque or community center.

Shareholder advocacy: How to file shareholder resolutions and why it matters

Do you want to be the change you seek in the world? Consider putting your money to work through shareholder advocacy. Shareholder advocacy refers to actions taken by stockholders to ask the companies they own to change their behavior for the public good.

Think of asking an energy company to report on its carbon footprint or a technology company to end purchases of conflict minerals. If you invest in stocks, you can participate in
shareholder advocacy.

Join us for a presentation on shareholder advocacy basics, including a step-by-step walk-through of how asset managers like Azzad propose shareholder resolutions to be voted on by a company’s stockholders.

The Dow at 20,000. Trumponomics. A stronger U.S. dollar.

Stock markets surprised to the upside in 2016 following a rocky start to the year. With strong returns for the Dow and S&P 500, investors are optimistic that markets are poised for even
higher highs. No one knows how long the bull market will last or how it will react to major political and economic changes. The only certainty is that there will eventually be a correction sometime in the future. Markets cannot go up forever. Will things change in 2017?

Join us for a conversation with Azzad Ethical Fund portfolio manager Christian Greiner, CFA® as we discuss what investors could expect in the New Year.

Many people assume that they have to begin receiving Social Security retirement benefits as soon as they retire and stop working, but that’s not the case. Retiring and claiming Social Security benefits are different. You have options, and learning about them may help you make a well-informed decision about when to start receiving your benefits.

In this webinar, Fatima Iqbal, CFP, and Beth Moffett, CPA, talk about:

  • * how your Social Security benefit is calculated,
  • * the pros and cons of taking benefits early or delaying them,
  • * how your decisions about Social Security will affect your spouse,
  • * how your Social Security benefit will be taxed, and more.

Calculating Zakah on Modern Financial Assets

Zakah refers to the act of purifying one’s wealth by giving a portion of it to those in need. When calculating zakah, many questions can arise: Do I owe zakah on my IRA? How about on my 401(k) plan at work? What if interest-bearing bonds are part of the default investment option in my 401(k)? This presentation offers a brief introduction to the methodology for calculating zakah on modern financial assets.

Call us at 888.86.AZZAD or email info@azzadfunds.com for more information about our zakah and purification calculation guidelines. You can also request an Azzad investment advisor to speak about zakah and halal investing at your mosque or community center.

Momentum vs Valuation: Making Sense of Markets

Price momentum is the concept that stocks that have moved higher in the recent past will continue to move higher in the future. It is one of the most common drivers of investment returns. In 2015, the argument over price momentum versus traditional methods of stock valuation took shape with the financial media’s fascination with FANG stocks – Facebook, Amazon, Netflix, and Google (now Alphabet). These stocks continued to rise, with little regard for market conditions, and in the case of Netflix and Amazon, with little regard for traditional valuation metrics like price/earnings.

When it works, momentum tends to continue for long stretches of time. However, when it breaks down, the sell-off can be quick and dramatic, sometimes catching investors unaware.

This webinar focuses on how price momentum has worked for and against stocks over the past several quarters, using the Azzad Ethical Fund (NASDAQ: ADJEX) as a case study.

Ethically Screening Your Investments

Recent research indicates that over the long term, certain ethical screening tools may be able to help you achieve your investment goals with only moderate levels of risk. But which screens should you use? Learn about Azzad Asset Management’s approach to ethical, halal investing—one that avoids leveraged companies and other impermissible lines of business. Join us for a discussion about:

– The Investment Screening/Filtering Application (ISFA) — Azzad’s proprietary screening application
– How Wall Street firms use ISFA screens to manage Azzad portfolios
– The impact of Islamic screens on performance over time

Global Community Investing as an Asset Class

In this encore presentation originally given at the 2015 SRI Conference, Azzad’s Joshua Brockwell and Amina Rubin explain how ethical trade finance investments can help both individual investors and small businesses in the developing world.

Active vs. Passive Investing — Who’s Right?

Over the past several years, investor sentiment has shifted from active stock picking to passive indexing. Should you do the same for your portfolio? The answer is more complicated than you might think.

Both active and passive investing are subject to cyclical performance. And to make things more confusing, some “active” managers stick so closely to their benchmark indices that they can be considered effectively passive. Truly active management, however, has shown itself to be more resilient in a down market. Now that equities are in the sixth year of a bull market with a correction looming, is now the time for active managers to shine?

This webinar discusses how you can take advantage of active management to help boost your portfolio’s returns. Ziegler Capital Management’s Christian Greiner, CFA® takes a look at:

  • How active management works during a correction
  • Why the trend has moved toward passive strategies
  • Ways to position your investments to beat benchmarks over the long term

The views expressed are those of Azzad Asset Management. These views are subject to change at any time in response to changing circumstances in the markets and are not intended to predict or guarantee the future performance of any individual security or the markets generally, nor are they intended to predict the future performance of any Azzad account, strategy or fund.

Diversification, asset allocation and rebalancing cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.

The information provided is for general information purposes only and should not be considered an individualized recommendation or advice. Azzad Asset Management makes no representations or warranties with respect to the accuracy or completeness of the information provided. Any illustrations are for hypothetical purposes only. Holdings are subject to change.

We strongly recommend you consult with your tax advisor for more information about your particular tax situation.