
5 ETF Predictions for 2019
There’s an old saying that “prediction is very difficult, especially about the future”. Please. Check out my 2018 ETF predictions, where I’m going to give myself a little leeway and say I nailed 5 out of 5. You be the…

There’s an old saying that “prediction is very difficult, especially about the future”. Please. Check out my 2018 ETF predictions, where I’m going to give myself a little leeway and say I nailed 5 out of 5. You be the…

Another eventful year in ETFs is one best experienced in pictures. If you missed my earlier ETF pictorials, see here:

“It’s actually growing from the ground straight to you, so it’s just like eating a vegetable. You know what I’m saying?” – Snoop Dogg About this time last year, two questions I kept fielding were “What is bitcoin?” and “Is…

Every year around this time, my wife and I take our two daughters to the local pumpkin patch in search of a few future jack-o’-lanterns. Our first stop is always the Louisburg Cider Mill, where you’ll find the best apple…

With mutual fund and ETF fees continuing to fall (and zero fee funds now available), the spotlight is shifting towards financial advisor compensation. Tim Buckley, CEO of Vanguard presented to 250 Vanguard investors last night. I was there. One of…

“The number one problem in today’s generation and economy is the lack of financial literacy.” – Alan Greenspan, former Federal Reserve Chairman Ten years ago this month, the country was mired in the worst financial crisis since the Great Depression….

By now, you’ve likely (hopefully) seen some of the many headlines of Wells Fargo malfeasance. The latest was artfully captured by Barry Ritholtz… At this point, if you STILL have any financial relationship with Wells Fargo, you have implicitly given…

Earlier this year, I chronicled “Core Wars”, the ruthless ETF fee competition being waged over the core building blocks of a portfolio. Investors continue plowing money into the lowest cost ETFs, resulting in fund companies battling for those dollars by…

ETF innovation is truly staggering. After hosting ETF Prime for 7+ years and visiting weekly with the brightest minds the industry has to offer, I can only compare the sheer level of talent and entrepreneurial spirit to Silicon Valley. With…

Earlier this year, I put nearly 20 of my favorite ETF-related charts in a single spot. Images are often more powerful than words. Based on the response I received, I decided to compile some new favorites, all of which I’ve…

“So I don’t (have bitcoin). But I’m a big fan of innovation.” – SEC Commissioner Hester Peirce Consider this my public comment to the Securities and Exchange Commission (SEC) on a proposed bitcoin ETF. The idea of packaging bitcoin into…

The first free index funds are finally here! Tomorrow, Fidelity will unveil two broad-based, self-indexed mutual funds with a 0.00% fee. In 2016, I made the prediction that several prominent ETFs will lower expense ratios to zero in 2017. I…