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Direct Indexing… The Next Big Thing?

Direct Indexing… The Next Big Thing?

The “Future of Investing”.  The “Great Unwrapping”.  The “ETF Killer”!  The financial industry never lacks innovation and, apparently, the next big thing is here:  direct indexing. A typical index mutual fund or ETF owns the components of a market benchmark in a...

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Wealth/STACKED: 5 Key Takeaways

Wealth/STACKED: 5 Key Takeaways

The inaugural conference collaboration between Ritholtz Wealth Management and Inside ETFs was nothing short of a blazing success.  With 700+ attendees and a sold-out Scottsdale, Arizona resort (yes, it was hot - thus, the blazing reference), the confab was an...

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ETF Fear Mongering

ETF Fear Mongering

ETFs have existed for 26+ years.  That’s longer than a third of the U.S. population has been alive.  Through the Dotcom crash, the Global Financial Crisis, taper tantrums and more recently, a 20% market swoon in the back half of last year.  ETFs have aged well through...

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ETFs in the Empire State

ETFs in the Empire State

It was back to the City of Dreams this week…   Ben Carlson, who I actually met on the trip, summed-up my visit rather well: My tally after a quick 36 hours in NYC: -3.5 pieces of pizza -2 bagels -2 Chipotle bowls (not even ashamed) -1 clogged artery -7 lbs gained -1...

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ETFs in Pictures:  Fee Wars & the Future

ETFs in Pictures: Fee Wars & the Future

A coffee table book on ETFs?  I’m considering.  Until then, here are some of my favorite ETF charts so far in 2019.  Enjoy!   Previous "ETFs in Pictures": ETF in Pictures I ETF in Pictures II ETFs – Year in Pictures 2018   Accelerating ETF Growth As always, we start...

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The Financial Literacy Riddle

The Financial Literacy Riddle

The majority of Americans cannot pass a basic financial literacy quiz featuring questions like: A 15-year mortgage typically requires higher monthly payments than a 30-year mortgage but the total interest over the life of the loan will be less. True or False? Go ahead...

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20 of the Best Quotes on ETFs

20 of the Best Quotes on ETFs

Source:  ETF.com   Low Cost “There shall be an ETF for every asset class, and it shall be virtually free to own.” - Matt Hougan & Dave Nadig via ETF.com “One of the most attractive elements of ETFs is their cost structure. Because ETFs are based on indexes, there’s no...

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