Select Page
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...
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...
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...
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...