Are Equal-Weight ETFs Here to Stay?

Are Equal-Weight ETFs here to stay?

Given the growing number and popularity of ETFs—and given their reputation as a low-cost tool for diversification—it’s important to understand how these investments track the indexes they represent. You may have an ETF that invests in the S&P 500, the Nasdaq 100, or the Russell 2000. But that doesn’t necessarily mean you’re sufficiently diversified in… Read More


Growth vs. Value: A Tale of Two Investment Strategies

Growth vs. Value Investing: Which of the investment strategies leads to long-term success?

Building an investment portfolio for the long term means finding a strategy that will work in both the best of times and the worst of times. And with so many investment styles to choose from, it pays to understand the basics. One of the most fundamental characteristics of a stock is whether it favors growth… Read More


Long-Term Investing: Avoiding the Urge to Trade

Diversification and Long-Term Investing can help you achieve investment success

It’s easy to talk about ignoring short-term market events and to recommend focusing your attention on the market’s long history of positive returns. It’s another thing entirely to sit through the daily volatility of the market, watching your account values jump around, without succumbing to the temptation to trade your portfolio holdings. The urge to… Read More


ETF Expense Ratios: Their Impact on Long-Term Performance

ETF Expense Ratio

Exchange-traded funds (ETFs) are commonly recognized as a low-cost way to achieve a diversified portfolio. That makes sense: because ETFs are passively managed, they don’t incur the research and analysis expenses borne by actively managed mutual funds. It’s important to keep in mind, though, that not all ETFs cost the same. In fact, some charge… Read More


Income Investors Are Feeling the Squeeze

How Income Investors Can Manage Their Investment Portfolio in Today's Economic Environment

Investors have been finding it increasingly difficult to generate income in their investment portfolios. This is a problem that impacts many people who rely on portfolio income to live on or to supplement the income they receive from other sources, such as social security and pensions. When interest rates are higher, options for investment income are… Read More


How ETFs Can Benefit a Diversified Investment Portfolio

How ETFs Can Benefit a Diversified Investment Investment Portfolio

Over the past decade, the exchange-traded fund (ETF) has made its way into an increasing number of investors’ portfolios, and it’s not hard to see why. An ETF is a basket of securities that trades on an exchange, much like stocks do. However, unlike individual stocks, ETFs track broad market indexes such as the S&P… Read More


New Trends in the Exchange-Traded Fund (ETF) Marketplace

ETFs

Many investors are familiar with exchange-traded funds (ETF) by now. ETFs provide broad market exposure through index-tracking investments, and they trade on exchanges like stocks do. They tend to be less expensive to own than mutual funds and have a tax efficient structure. For these reasons, total assets managed by ETFs reached 2 trillion dollars… Read More


Will the Current European Economy Affect Your Investment Portfolio?

European Economy

Collectively, the European Union (EU) has the largest economy in the world as measured by gross domestic product (GDP). Last year the total value of all goods and services produced within the 28-member EU totaled 14.3 trillion euros, according to the International Monetary Fund.[1] But the European economy has been languishing, and due to its… Read More