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


The Volatility of Volatility: What You Need to Know About the VIX

Volatility and its long-term effect on your investment portfolio

Volatility is often perceived by investors as a negative. No one likes to think about the likelihood that their stock prices will move in the wrong direction. And a high level of volatility can act as an impediment to successful investing, especially when it causes people to make irrational portfolio decisions based on short-term events…. 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


3 Insights into the Millennial Investor

Millennial Investors and their Investing Strategies

Generation Y—also known as the Millennial Generation—refers to the population segment born between the early 1980s and late 1990s. Like most generational cadres, this demographic tends to have a different set of values and preferences than its predecessors, and research[1] indicates that these differences become especially clear when it comes to investing. Already, several themes… Read More


What Is a P/E Ratio and Why Does It Matter?

P/E Ratio

You’ve probably heard financial analysts advise that a stock is overbought or oversold, or that it has a high or low valuation. But what exactly does that mean?  The concept underlying those assessments is the price-to-earnings ratio (P/E), and understanding it can provide insight into whether a stock is being traded at a price that… 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