No Reason to Tip Uncle Sam Each Year
"You must pay taxes. But there's no law that says you gotta leave a tip." – Morgan Stanley Unless you’re overly patriotic, highly altruistic, or have more money than you know what to do with, you likely agree paying less in taxes is better than paying more. There’s...
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Nothing is Certain in Investing, Except These Things
There isn’t much we can say with certainty when it comes to investing. Nobody knows what stocks will do tomorrow, let alone a year from now. Same with interest rates, inflation, or any other factor that might move the markets. Let’s peruse the headlines from last...
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ETFs in Pictures
They say a picture is worth a thousand words. If that's the case, I've put together a novel here. Below are my favorite ETF-related charts. While there are still a few words, the pictures tell quite a story. Enjoy! ETF Growth Any ETF pictorial must begin with ETF...
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Core Wars
Fees on ETFs designed as core portfolio building blocks have plummeted in recent years as a civil war has broken out in the ETF industry. You might recall the opening crawl from the original Star Wars… Bloomberg’s Tom Psarofagis recently dubbed this ruthless ETF...
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The Retirement Savings Problem
I recently came across one of the more shocking charts I have seen in quite a while. FlowingData compiled figures from the Bureau of Labor’s 2016 Consumer Expenditure Survey on how different income groups spend their hard-earned money. They then fashioned this data...
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City of Dreams – Part II
Last week, I had the opportunity to travel to NYC to appear on Bloomberg’s ETF IQ. This week? A bell ringing ceremony at the New York Stock Exchange to celebrate the ETF Industry Exposure & Financial Services ETF (TETF). Michael Venuto and the Toroso team, who were...
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City of Dreams
This week, I had the opportunity to travel to New York and appear on Bloomberg’s ETF IQ. If you’re not familiar with ETF IQ, it’s a weekly ETF-focused (what else?) show hosted by Scarlet Fu and Bloomberg’s resident ETF expert Eric Balchunas. It launched last...
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Fear Sells
Dow ends wild day down 1,175 points, largest point drop in history – USA Today, February 5th Dow plunges more than 1,000 points on specter of higher interest rates – Washington Post, February 8th LIVE tonight at 7p ET: Tune into @CNBC's special report, "Markets in...
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“Hockey Stick” ETF Growth
ETF growth appears to be hitting the steep part of the “hockey stick” curve. UNREAL, another $5b into ETFs last night, brings Jan total to $78.6b, which destroys all-time monthly flow record by $18b (or 30%), this is a nearly $4b/day pace.. pic.twitter.com/h4OaSxAHVz...
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5 Takeaways from Inside ETFs
The 2018 edition of the world’s largest ETF conference featured 2,500+ attendees, 200+ experts on everything from the SPDR S&P 500 ETF to hidden gem ETFs you’ve never heard of, an exhibit hall where nearly every ETF provider was well-represented, and a star-studded...
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