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Title:The 3 Best ETFs to Buy for 2023 InvestorPlace - Stock Market News, Stock Advice & Trading Tips It has been a very odd year for investors. Ironically, it doesn’t matter what one is invested in, as almost all asset classes have been on the move. Bonds, currencies, equities, cryptocurrencies — it doesn’t matter! Tha...
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Title:3 ETFs That Are All You Need for Retirement Diversification is essential to your success as an investor. You don't want your retirement to hinge on the fortunes of a single company or industry. But you don't need to choose dozens of stocks to diversify your investment portfolio. Investing in exchange-traded funds...
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Title:Todd Rosenbluth Gets Active on Yahoo Finance VettaFi's head of research Todd Rosenbluth got active on Yahoo Finance to discuss tech's ongoing slide, leveraged and inverse ETFs, and the performance of active funds, particularly on the fixed income side of the ledger. “This year, which we’ve had a down year for the...
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doc_00004
Title:Don’t Get AGG-ravated, Expand Your Fixed Income Toolset While 2022 is not finished, two things are quite likely to be a fact in early 2023. We will have had the worst calendar year for the iShares Core Aggregate Bond ETF (AGG) in its 19-year history, and approximately one thousand financial advisors coming to the...
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doc_00005
Title:The 10-Year Treasury Yield Just Topped 4%: What It Means for You The bear market in stocks has made portfolio values drop sharply so far in 2022. But for many investors, the bigger surprise this year has come from the terrible performance of the bond market, which has seen its worst losses in decades. Many had tu...
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doc_00006
Title:BND Just Became the Largest Bond ETF The Vanguard Total Bond Market ETF (BND) became the largest individual bond ETF in the U.S. at the end of last week, nudging ahead of the long-time leader, the iShares Core Aggregate Bond ETF (AGG). As of August 5, BND had $83.710 billion in assets and AGG had $83.707 billion,...
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doc_00007
Title:A New Bond ETF King? There’s about to be a new bond ETF king. Indeed, there might be a new one by the time you read this article. The Vanguard Total Bond Market ETF (BND) had $81.1 billion as of July 15, according Factset data used by VettaFi, a mere $400 million less than the current bond ETF leader, the iShares...
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doc_00008
Title:Advisors Turn to ETFs While Bond Mutual Funds Bleed Assets It was a brutal first five months of 2022 for bond investments, with the Bloomberg Aggregate Bond Index down 9%. Advisors have long built asset allocation strategies with a healthy dose of fixed income exposure. Historically, bonds provided total return t...
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doc_00009
Title:What the Hedge? How Are These Bond ETFs Holding Up So Well? With the yield on the 10-year Treasury bond spiking approximately 150 basis points in 2022, advisors experienced double-digit declines in the value of some extremely popular fixed income ETFs. For example, the $82 billion iShares Core Aggregate Bond ETF ...
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doc_00010
Title:These Bond ETFs Are Floating Around Rate Hike Risks Even before the Federal Reserve hiked interest rates by 50 basis points last week and set the stage for more moves in the coming months, investors were looking to less rate-sensitive products. In April, the WisdomTree Floating Rate Treasury Fund (USFR) pulled in...
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doc_00011
Title:BlackRock Sets Stage for Own Active Senior Loan ETF Demand for actively managed senior loan ETFs has skyrocketed in the past year, helping State Street Global Advisors and First Trust fill their coffers. Indeed, the two firms have pulled nearly $9 billion combined into these less interest rate-sensitive, yet high...
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Title:Don’t Give Up on High-Yield ETFs Investors are selling out of high-yield bond ETFs in 2022, due in part to the combination of rising interest rates and the geopolitical concerns tied to Russia’s invasion of Ukraine shifting risk tolerance levels. In addition, some fear that if earnings from corporate issuers slow...
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Title:Bond ETFs Suffer First Monthly Outflows in Years Fixed income exchange traded funds experienced their first monthly outflows in more than five years over January, excluding a one-off instance at the start of the pandemic. Investors dumped $1.5 billion in global fixed income ETFs over January, compared to the $27....
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doc_00014
Title:Why 2022 Could Be an Even Better Year for Fixed Income Active ETFs Last year was a record year for ETFs, with net inflows of $910 billion into U.S.-listed ETFs, and it set a benchmark that will be hard to beat in 2022. Equity ETFs brought in the lion’s share of flows for the year at $692 billion, which is no surp...
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doc_00015
Title:Balancing Portfolio Risk And Reward: Asset Allocation for New Graduates InvestorPlace - Stock Market News, Stock Advice & Trading Tips Editor’s Note: This article is a part of a series on investing advice for recent college graduates, drawing on expertise from financial professionals, university faculty and of co...
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doc_00016
Title:Australia shares trade flat as tech slide offsets commodity gains By Arpit Nayak Feb 23 (Reuters) - Australian shares traded little changed on Tuesday as gains in miners and energy firms on stronger commodity prices countered losses in tech stocks following a weak lead from U.S. peers. The S&P/ASX 200 index .AXJO...
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doc_00017
Title:ETFGI Reaches New ETF Record of $5.52 Trillion In Invested Assets On Tuesday, ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs and ETPs ecosystem, reported that assets invested in ETFs and ETPs listed in the United States reached a new record of $5.52 trillion at the e...
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doc_00018
Title:This VanEck ETF Has Investors Seeing Green Environmental, social, and governance (ESG) investing isn't just relegated to equities. Bond investors can get in on the ESG action with ETFs like the VanEck Vectors Green Bond ETF (GRNB). GRNB seeks to replicate as closely as possible, before fees and expenses, the pric...
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doc_00019
Title:3 iShares ETFs Flexing Safe Haven Bond Strength A flight to safe haven assets and a backstop from the Federal Reserve saw bonds rise to new heights in 2020. That doesn't mean bonds are no longer in play, as they still have their place in a portfolio today. Investors can start with ETF provider BlackRock. At the t...
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doc_00020
Title:5 iShares ETFs Starting Strong in 2021 Small cap equities, emerging markets, and bonds are a few themes that are grabbing attention to start the new year. iShares offers an impressive suite of ETFs to check all these boxes and more. iShares Russell 2000 ETF (IWM): IWM seeks to track the investment results of the ...
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doc_00021
Title:3 ETFs to Build a Diversified Core Investment Portfolio As the new year approaches, investors can look to cheap index-based exchange traded fund strategies to create a well-rounded, diversified investment portfolio for 2021. "Diversification helps investors to navigate fast-changing markets and stay the course to...
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doc_00022
Title:The ETF Industry Continues to Thrive Despite Pandemic It's been a memorable year for exchange-traded funds (ETFs) in 2020, but despite the pandemic, certain sectors within the industry will continue to thrive. A CNBC report discussed three themes that were going on in the ETF space--namely fixed income, ESG, and ...
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doc_00023
Title:12 Bond Mutual Funds and ETFs to Buy for Protection As the stock market continues to take a beating, nervous investors look to bond mutual funds and exchange-traded funds (ETFs) for protection and sanity. After all, fixed income typically provides regular cash and lower volatility when markets hit turbulence. And...
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doc_00024
Title:Investors Pour $51B Into ETFs In January Cinthia Murphy, Managing Editor, ETF.com The ETF market is starting 2020 strong, attracting $51 billion in net creations in January—the strongest start to the year since $68 billion found its way into U.S.-listed ETFs two years ago. The number also stands in stark contrast...
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doc_00025
Title:ETF Asset Growth Beats 2018 Pace Cinthia Murphy, Managing Editor, ETF.com As we enter the last month of the 2019 calendar, the ETF market is on pace to see its strongest growth in about a decade. So far this year, investors have poured $264 billion into U.S.-listed ETFs, a pace of creations that now exceeds 2018’...
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doc_00026
Title:The 7 Best Bond Funds to Buy for a Shift in Interest Rates InvestorPlace - Stock Market News, Stock Advice & Trading Tips Now that the Federal Reserve is moderating its monetary policy, and the yield curve has turned negative for the first time since 2007, the best bond funds to buy are also beginning to shift. A...
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doc_00027
Title:Are Your Bonds Doing Their Job for Your Nest Egg? Now that the dust has settled on the fourth-quarter 2018 market mayhem, it's time for fixed-income investors to review the instant replay. Did your core bond funds hold their ground, or even advance a little, as stocks stumbled? Or did they retreat, leaving you wi...
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doc_00028
Title:The Best Bond Funds for 2019 and Beyond Most investors give the bulk of their attention to the stock market, because that's where the big growth is. However, stocks can be extremely volatile, and most investors need other types of investment assets in their portfolios to balance their exposure to the financial ma...
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doc_00029
Title:How to Pick the Best ETFs and Mutual Funds (1: 10 ) - What Factors Are Important When Picking An ETF or Mutual Fund? (6: 45 ) - How To Choose Between An ETF and Mutual Fund? (11: 10 ) - Do Actively Managed ETFs or Mutual Funds Perform More Consistently? (14: 30 ) - How Can Smart Beta ETFs Benefit Your Portfolio? ...
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doc_00030
Title:Sizing Up Demand For ETFs From Assets To Launches Cinthia Murphy, Managing Editor, ETF.com The latest tally of investor demand for ETFs show that so far in 2018 investors have poured almost $150 billion of fresh net money into various pockets of the ETF market. Even though market pundits are now busy pointing out...
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doc_00031
Title:Buffett Backs Great Rotation: 4 Value Stocks & ETFs to Buy The Oracle of Omaha recently reaffirmed his liking for the concept of great rotation - a shift to equities from bonds. Warren Buffett believes long-term investors should go for stocks over bonds as in most cases the former is likely to outperform the latt...
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doc_00032
Title:After Monday’s Bloodbath, It’s Time to Think About Risk InvestorPlace - Stock Market News, Stock Advice & Trading Tips I've been writing for months to be careful about this market and to carefully consider your risk profile, as sooner or later we would have a stock market correction. The past few days have probab...
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doc_00033
Title:3 BDCs Yielding 6%-12%: 1 Buy, 1 Wait, 1 RUN! By Brett Owens Business development companies (BDCs) are one of the market's top sources of yield. Unfortunately for income hunters, in 2017, this industry also was one of Wall Street's greatest sources of disappointment. I don't say that to condemn the BDC space. I s...
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doc_00034
Title:Best ETFs for 2018: The Energy Select Sector SPDR (ETF) Will Power Ahead InvestorPlace - Stock Market News, Stock Advice & Trading Tips This article is a part of InvestorPlace's Best ETFs for 2018 contest. Kent Thune's pick for the contest is the Energy Select Sector SPDR (NYSEARCA: XLE ). The process of narrowin...
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doc_00035
Title:ETF Investors Seem Apprehensive About Stock Market Rally U.S. equities have pushed to new heights in the New Year, with the Dow Jones Industrial Average now trading above 25,000 for the first time. However, despite the record-setting rally, investors are pulling money out of stock exchange traded funds. Over the ...
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doc_00036
Title:Last Year Broke Closures, Flows Records Heather Bell, Managing Editor ETF.com 2017 was a remarkable year for the ETF industry in many ways, not the least of which was the number of funds that either made their debuts or exited quietly from the stage. Last year saw a total of 275 ETF launches. While that’s definit...
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doc_00037
Title:Confluence Wealth Management LLC Buys iShares Intermediate Government/Credit Bond, Schwab ... Confluence Wealth Management LLC New Purchases: GVI , VGK , MCN , MCN, MRK, Added Positions:SCHE, AAPL, VTI, KMB, HD, SCHW, SO, T, VZ, PXD, Reduced Positions:MDY, IWR, IVV, IWM, EFA, AGG, MUB, EEM, BSV, IJJ, Sold Out:BSC...
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doc_00038
Title:Shocked! Shocked! FOMC Leaves Rates Unchanged To the surprise of absolutely nobody, by a unanimous vote the Federal Open Market Committee left its federal funds rate unchanged while keeping an increase on the table at the panel's December meeting. Bloomberg News The FOMC emphasized the economy's strength "despite...
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doc_00039
Title:World's Biggest ETF (SPY) Tops $250 Billion In Assets Drew Voros ETF.com Editor-in-Chief More than $15 billion entered ETFs during the week ending Thursday, Oct. 19. The bulk of that―$9.5 billion―went into U.S. equity ETFs, including $4.1 billion into one fund alone: the SPDR S&P 500 ETF Trust (SPY). SPY’s latest...
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doc_00040
Title:FC Advisory LLC Buys iShares Core Dividend Growth, Schwab U.S. ... FC Advisory LLC New Purchases: DGRO , SCHH , BSCJ , Added Positions:SCHP, VCIT, VBK, MUB, VUG, VOT, IJR, FSIC, Reduced Positions:AGG, VMBS, BND, IWD, RWO, VTV, IJH, JNK, QQQ, For the details of FC Advisory LLC's stock buys and sells, go to http://...
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doc_00041
Title:Active vs Passive: The Hidden Dangers of Fixed Income Indexing James West, Nasdaq Dorsey Wright, Senior Analyst “The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.” – Henry Ford As anyone with a...
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doc_00042
Title:Investing in Dividend Growth for Uncorrelated Returns In uncertain markets like today's, investors are always on the hunt for uncorrelated returns. This search generally leads investors to a variety of 'alternative' products that either utilize a long/short methodology, consider volatility, or invest in a variety...
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doc_00043
Title:Barclays U.S. Aggregate Bond Index ETFs -- 3 Ways to Make Investing in Bonds Easier For proper asset allocation, it's important to maintain an age-appropriate portfolio of stocks and bonds. Unlike stocks, which can be quite volatile, bonds can add a conservative element to your investment strategy. The Barclays U...
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doc_00044
Title:Are These Bond ETFs the 'Next Generation' in Fixed Income Investing? (0: 45 ) - BulletShares Lineup (3: 05 ) - Use The BulletShares Approach In Your Own Personal Portfolio (6: 10 ) - What Happens When a Fund Closes Down? (9: 35 ) - How Much Does Sector Breakdown Change From Year to Year? (11: 45 ) - What's Next F...
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doc_00045
Title:Best Performing ETFs Of The Year Drew Voros ETF.com Editor-in-Chief So far 2017 has been a banner year for ETFs in terms of asset gathering. Some $135 billion in new assets flowed into U.S.-listed ETFs, building on the previous quarterly record register in the fourth quarter of 2016 of more than $100 billion. But...
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doc_00046
Title:ETFs See First Weekly Outflows Since Election The Week In ETFs 3-27-17 By Drew Voros ETF.com Editor-in-Chief For the first week since the November elections, investors took money out of exchange-traded funds―but just barely. Outflows from U.S.-listed ETFs totaled $415 million in the week ending Thursday, March 23...
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doc_00047
Title:The Best Way to Invest in Index Funds Investors' passion for indexing these days reminds us of a classic Cole Porter lyric: "Birds do it, bees do it, even educated fleas do it." Yep, everybody, it seems, is falling in love--with index funds. Since 2010, investors have withdrawn a net sum of $500 billion from acti...
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doc_00048
Title:WSJ: Federal Reserve Won’t Raise Rates Today That's the overriding message after reading the tea leaves of the Fed's recent actions. From the WSJ : Yellen has said the cabal would seek to boost rates "a few times a year" through 2019, should the economy progress as expected. However, given the changing administra...
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doc_00049
Title:Inside ETFs: Spotlight On Millennials, Fintech And Income Investing Yes, more than a trillion dollars moved out of traditional active mutual funds and into exchange traded funds since the financial crisis. Yes, behind that shift lies the inescapable fact that most active managers underperform and cost too much. B...
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doc_00050
Title:3 Bond Funds That Are the Cream of the Crop Right Now InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips A reader recently sent me a question asking why you would own bond funds when interest rates are on the move higher. This type of sentiment is more than likely on the minds of many inv...
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doc_00051
Title:Gold ETF Continues To Rally Off Its December Low: Is A Bottom In? The major stock ETFs rose Wednesday, as investors digested news that the Fed backed a gradual pace of rate hikes at its most recent meeting. SPDR S&P 500 ( SPY ) added 0.6% on the stock market today . This large-cap ETF, a proxy for the broad U.S. ...
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doc_00052
Title:Ten Predictions for the ETF Industry in 2017 After a wild 2016, what's in store for the markets this year? I am betting that things will calm down a bit, though some surprises are definitely in store once again. After all, a new administration coupled with political uncertainty will definitely introduce volatilit...
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doc_00053
Title:Broad Commodity ETF, A 2016 Winner, Looks To End Year On A High Note ETFs tracking major stock indexes struggled for gains on Friday, the final trading day of the year, but commodities seem poised to ring out an outstanding year on a bullish note. SPDR S&P 500 ( SPY ) nudged 0.2% lower on the stock market today i...
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doc_00054
Title:ETF Flows Set New Annual Record Drew Voros ETF.com Editor-in-Chief With two weeks to go in the year, total net inflows for U.S.-listed ETFs now stand at a record $252.8 billion, above the previous annual record of $244 billion set in 2014. What’s remarkable is that more than $90 billion of those new assets have c...
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doc_00055
Title:As Bond ETFs Deepen Slide, Pros Offer Advice To Protect Portfolios ETFs tracking major stock indexes were mixed on Friday amid data showing that groundbreaking on new homes fell sharply in November as the pace of construction slowed. SPDR S&P 500 ( SPY ) gave up 0.5% on the stock market today . This exchange trad...
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doc_00056
Title:The Big ETFs Keep Getting Bigger Drew Voros ETF.com Editor-in-Chief The biggest funds by assets typically attract the largest flows each year. In that regard, 2016 was no exception. The top 10 ETFs measured by asset growth took in $87.1 billion of fresh investor money in the year-to-date period ending Dec. 6. To ...
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doc_00057
Title:Dealing With Challenging Return Expectations In Bond ETFs The nature of investing is one that we are constantly looking in the rear-view mirror to anticipate what our expectations are for the future. This often leads to considerable hopes that existing trends will extend indefinitely or that we will be able to ea...
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doc_00058
Title:Zacks Podcast Highlights: Higher Interest Rates Are Coming, How Do Investors Prepare? For Immediate Release Chicago, IL - Interest rates are on the rise and this could be a rough period for bond investors. If you are concerned about how to prepare your portfolio in this environment, make sure to listen to this po...
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doc_00059
Title:Higher Interest Rates Are Coming, How Do Investors Prepare? With interest rates finally starting to rise, bond investors are starting to feel the pain. Investors in broad bond market products like the iShares Core US Aggregate Bond ETF (AGG), the Vanguard Intermediate-Term Bond ETF (BIV), and the iShares 7-10 Yea...
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doc_00060
Title:iShares ETF: Top Choices for Your Portfolio Image source: Getty Images. Chances are that you have seen an iShares ETF among the many choices in your retirement plan. BlackRock , which owns the iShares brand, manages about $925 billlion of ETF assets, making it by far the largest sponsor of exchange-traded funds a...
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doc_00061
Title:Dividends & Income Digest: These Aren't Your Grandpa's Investments - Adam Aloisi On Bonds By SA Editor Robyn Conti : After a bit of a hiatus in August, the High Yield Income Ideas series is back. This time, Adam Aloisi gives us the lowdown on bonds. He's written extensively on income investing for Seeking Alpha, ...
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doc_00062
Title:6 Best ETF Picks For Q4 And Beyond: Seizing Global Growth Bid the lovely summer calm adieu. Most ETF investors watched their portfolios coast along for roughly two months until the financial markets pulled back and volatility spiked, all over again. Stocks, bonds and even traditional safe havens came under sellin...
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doc_00063
Title:5 Popular Bond Funds To Sell Now InvestorPlace InvestorPlace - Stock Market News, Stock Advice & Trading Tips With all this talk of rising rates, it's surprising that bond funds are doing so well. The largest bond ETF, the iShares Core Total US Bond Market ( AGG ), is up over 4% in 2016 and hasn't paused its bull...
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doc_00064
Title:The Zacks Analyst Blog Highlights: iSharesMSCI Emerging Markets ETF, ETF PowerShares QQQ Trust, iShares iBoxx $ Investment Grade Corporate Bond, iShares Core U.S. Aggregate Bond and Industrial Select Sector SPDR Fund For Immediate Release Chicago, IL - September 01, 2016 - Zacks.com announces the list of stocks f...
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doc_00065
Title:ETF Asset Growth On Pace With 2015 Drew Voros ETF.com Editor-in-Chief In terms of asset growth, U.S.-listed ETFs are keeping pace with last year, the difference though this year is where those assets are going. Year-over-year, assets in ETFs are up nearly 14%, but the growth has not been uniform across every asse...
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doc_00066
Title:Reading Market Tea Leaves With a Big Biotech ETF The iShares Nasdaq Biotechnology ETF (NasdaqGS: IBB ) , which tracks the Nasdaq Biotechnology Index, and rival biotechnology exchange traded funds, have recently been on the mend. Continued good fortune for this previously struggling set of ETFs could be telling re...
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doc_00067
Title:Is a Competitor to Ultra Popular Bond ETF AGG in the Cards? Bond ETFs are getting a lot of attention amid renewed concerns over global economic growth, fears related to the impact of Brexit from the European Union and a rollercoaster ride of oil prices . Given the turmoil in the global markets, investors' craving...
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doc_00068
Title:Mid-Year ETF Roundup: Defense Wins Championships The mid-point of 2016 is an excellent occasion to review the exchange-traded fund (ETF) landscape. The native transparency of ETFs allows us to visualize where investors are placing their hopes and where fund companies believe the next important trends will emerge....
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doc_00069
Title:Demand For Safe Haven ETFs Continues In June Drew Voros ETF.com Editor-in-Chief Despite the “Brexit” victory and what seems to be growing global economic slowdown, June shaped up to be one of the best months of the year so far when it came to inflows for U.S.-listed ETFs. More than $17 billion in new assets flowe...
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doc_00070
Title:U.S. Bond ETFs Benefit From Global Yield Shortage The Federal Reserve has been threating to raise interest rates for a number of months now and ETF investors have opted to call their bluff. After being burned by the chase for high yield through risky and esoteric asset classes, the focus has now turned towards en...
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doc_00071
Title:Nothing Changes Sentiment Like Price InvestorPlace InvestorPlace - Stock Market News, Stock Advice & Trading Tips Coming back from a week-long vacation has its advantages. I was lucky enough to be able to unplug from the day-to-day operations of the business and markets, which allowed me to return with fresh eyes...
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doc_00072
Title:How To Choose An ETF From Exploding Menu Without Losing Your Sanity ETF firms continue to spit out new products like popped corn. Nearly 100 launches so far in 2016 have taken the total number of exchange traded products listed in the U.S. to roughly 1,900. Ben Johnson, director of global ETF research for Morning...
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doc_00073
Title:May ETF Asset Flow: Gold Wins, EM Loses The month of May is characterized by the age-old adage "sell in May and go away." The proverb actually cautions investors to discard stock holdings in May and return to the market in November , so that they can stay away from seasonal volatility. Not that this theory bears ...
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doc_00074
Title:Fixed Income ETFs Dominating Inflows This Year By Drew Voros ETF.com Editor-in-Chief While the growth of new ETF assets this year has been as slow as the country’s economic growth and stock market returns, fixed-income ETFs have completely dominated inflows of new assets in the space. More than $8 out of every $1...
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doc_00075
Title:Meet DoubleLine’s Newest ETFs: STOT, EMTL InvestorPlace InvestorPlace - Stock Market News, Stock Advice & Trading Tips It's difficult to dispute the success of the first ETF offering from DoubleLine , which has managed to acquire more than $2.3 billion in assets during its short 14-month tenure. The SPDR DoubleLi...
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doc_00076
Title:Corporate Bond ETFs Are Back In High Demand Exchange-traded funds that track corporate bond benchmarks are back in high demand this year after a lackluster performance in 2015 threatened to undermine confidence in the credit markets. Fixed-income investors have seemingly shrugged off the threat of rising interest...
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doc_00077
Title:Equity ETFs Fall Back Into Favor By Drew Voros ETF.com Editor-in-Chief Investor sentiment turned this past week from risk-off to risk-on, as the European Central Bank expanded its monetary stimulus program by increasing its monthly bond purchases and cutting interest rates further into negative territory. More th...
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doc_00078
Title:Portfolio Report Card: A $1.58 Million Portfolio with No Captain InvestorPlace InvestorPlace - Stock Market News, Stock Advice & Trading Tips Has your financial advisor contacted you lately? Although global stock markets ( VT ) have recovered from their earlier in the year losses, it could've revealed flaws with ...
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doc_00079
Title:One Clear ETF Trend Emerging for 2016 By Drew Voros ETF.com Editor-in-Chief Investors Pour Money into Risk-Aversion ETFs With February ending and giving us two months in the books for the year, flows from the month are giving investors a clear trend for the year: Investors are embracing risk-aversion ETFs. Most p...
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doc_00080
Title:ETF Trends For 2016: Part 1, Currency-Hedged Products By SA Editor Carolyn Pairitz : 2015: A Quick Look Back Constant talk of interest rate hikes, the China market correction in August and the start of 'chip' credit cards in the U.S. - these are the things I believe will stand out in my mind if asked 10 years fro...
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doc_00081
Title:Municipal Bond ETFs Ignore Rising Rate Concerns The investment community is holding its breath this week as the Federal Reserve meets to decide the fate of interest rates. Expectations are now centered on a small quarter point increase in the federal funds rate, which has the potential to jolt both the stock and ...
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doc_00082
Title:5 Must-See Economic Charts Show Why Stocks May Stumble In 2016 By Gary Gordon : Everyone has a guilty pleasure or three. Mine? I am addicted to Seth MacFarlane's "Family Guy." I cannot get enough of outrageously random references on everything from a pizza place's version of a salad to writers plying their trade ...
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doc_00083
Title:Reviewing The Hottest New ETFs of 2015 2015 has been an outstanding year for growth in the ETF industry if you measure success by the number of new funds that were created. Over 260 exchange-traded products have debuted so far this year, and with a full month still to go, that number is expected to increase even ...
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doc_00084
Title:Doing The Math On Liquid Alts' Five-Year Track Record By Brad Zigler : This article originally appeared in theSeptember issue of REP. magazine and online atWealthmanagement.com If you've been reading these pages for very long, you've likely learned that there are a lot of choices in the alternative investment spa...
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doc_00085
Title:Alternative Alternative Income By Brad Zigler : This article originally appeared in the August issue of REP. magazine and online atWealthmanagement.com With interest rates at floor level asset managers have ratcheted up their search for yield with alternative income funds. Which ones are best? Question time: When...
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doc_00086
Title:Can REITs Sustain Their Gains? By Brad Zigler : Since the so-called Taper Tantrum of 2013, real estate investment trusts (REITs) have been taking their cues from the Federal Reserve Board. Recall, the tantrum was when the market got spooked about the prospects of an abrupt withdrawal of Fed accommodation. Rates o...
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doc_00087
Title:How To Use ETFs To Reduce The Tax Bite In Your Portfolio Now that the 2014 tax season is in the rear view mirror, it is a perfect time to start analyzing and strategizing your game plan for 2015. With two-thirds of the year still to go, there are a number of smart moves you can make to reduce the impact of future...
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doc_00088
Title:ETF Investors Are Still Hungry For Corporate Bonds Interest rates experienced a volatile first quarter that included the CBOE 10 Year Treasury Note Yield (INDEX: TNX) trading as low as 1.65 percent and as high as 2.25 percent. Much of this bifurcated price action can be tied to economists and market watchers' unc...
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doc_00089
Title:Enjoy Gundlach's Skill in SPDR's New Active Bond ETF - ETF News And Commentary Bond investments, especially the long-dated ones, saw stellar gains in 2014 thanks to the dominance of risk-off trade sentiments in the wake of global growth concerns. However, the trend might shift this year as the Fed plans on ending...
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doc_00090
Title:Are Risk Parity Funds Worth The Cost? By Brad Zigler : This article originally appeared in the March edition of REP. magazine and online atWealthManagement.com. A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, ret...
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doc_00091
Title:2 New Must-Watch Bond ETFs For 2015 Bond ETFs have become a hot topic once again as fixed-income investors are set to contend with a myriad of risks and opportunities through the remainder of 2015. While bond yields are now off their lows for the year and many funds now offering a more attractive entry point, the...
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doc_00092
Title:Rising Interest Rates Are Great News for These Bond ETFs - ETF News And Commentary With an improved economy and better employment prospects, a rate hike by the Fed is back on the table for 2015. We have already started to see rates move higher in recent weeks in anticipation of this, as benchmark 10-year debt is ...
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doc_00093
Title:State Street Lowers ETF Fees -- Investors Win ETF sponsors such as Vanguard, Charles Schwab and even Fidelity Investments have led the way in paving new lower expense ratios for market-leading investment products. However, the competition for ETF assets has prompted many prominent brands such as State Street Glob...
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doc_00094
Title:Where Is The Hedge? By Brad Zigler : This article originally appeared in the February issue of REP. magazine and online atWealthManagement.com. It hasn't been a great year for alternative investments. To put it simply, vanilla trumped spice. Only one alternative class-real estate-beat the S&P 500 Index in 2014. O...
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doc_00095
Title:5 Best Bond ETFs for Today's Market Exchange-traded funds have long been a popular, low-cost way to invest in a wide variety of stocks. Bond ETFs have been slower to catch on, but that is starting to change. One reason may have to do with today's low yields. Although bond ETFs charge an average of 0.32% in annual...
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doc_00096
Title:What a Difference A Year Makes For Bond ETFs The bond markets are now entering a new era of price and yield discovery that will be driven by traditional supply and demand forces rather than government stimulus. The end of the third round of quantitative easing by the Federal Reserve is seen by many to be a positi...
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doc_00097
Title:Bond Alternatives For Investors Rattled By Pimco News It's the behemoth flagship fund with a 17-year track record from a manager dubbed the bond king. But Pimco Total Return enters the final quarter of 2014 under a cloud of uncertainty. For investors in the bond mutual fund , it means coming to grips with the abr...
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doc_00098
Title:Bill Gross' Impact On the ETF World And Janus Opportunities The fund community was shocked on Friday to hear about the departure of Bill Gross from PIMCO, the fixed-income giant he co-founded over 40 years ago. Mr. Gross announced that he would be joining Janus Capital Group (JNS) to assist in managing their suit...
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doc_00099
Title:Can We Count On Absolute Returns? By Brad Zigler : This article originally appeared in the September issue of REP. magazine and online atWealthmanagement.com . "True faith," said William Ralph Inge, the one-time dean of London's St. Paul's Cathedral, "is belief in the reality of absolute values." Apparently, Amer...
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doc_00100
Title:Top-ranked Corporate Bond ETF in Focus: VCLT - ETF News And Commentary The year 2014 seems favorable for bond investing. Global shocks, high-beta pain, momentum sell-offs and meager economic growth have pushed investors to safe havens so far this year thereby raising the appeal for bond investing. Yields, especia...
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