Clip From Bloomberg’s ETF IQ
Nate Geraci
June 21, 2018
I talked trade war, inflation, & active ETFs on Bloomberg yesterday. I even managed to sneak in a Walkman reference. Enjoy!
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Will Brand Value Ring the Bell?
Nate Geraci
June 21, 2018
This week, I had the honor of participating in the closing bell ceremony at the New York Stock Exchange. Brandometry was celebrating the 1-year anniversary of the Brand Value ETF (BVAL), offered by Exponential ETFs. Brandometry has developed an innovative…
Can Investors and iShares Both Win with Lower Fees?
Nate Geraci
June 6, 2018
While ETF fee cuts are nothing new, iShares’ latest slashing of fees on several popular ETFs seemed to create more buzz than usual. In one fell swoop, iShares reduced fees on eleven ETFs, saving investors over $51 million dollars annually. …
Why Fidelity Should Launch a Contrafund ETF
Nate Geraci
June 4, 2018
The New York Times recently chronicled the challenges of Fidelity, perhaps the most renowned and respected active management firm out there: “In each of the last 10 years, Fidelity’s fabled mutual funds have leaked money, no matter how well they…
Wine, Investment Costs, and Perception
Nate Geraci
May 25, 2018
I am certainly no wine connoisseur, but I like to think I know my way around reds enough to be dangerous. Recently, my wife and I took some time off with friends and ventured to Napa Valley, home to one…
Still Using a Flip Phone?
Nate Geraci
May 11, 2018
I’m not the guy waiting in line at the Apple store for the latest iPhone release. I let millions of other people roll the dice on Uber and Airbnb before I made the leap. I’m just not an “early adopter”,…
Red Light, Green Light: Rating ETFs is No Child’s Play
Nate Geraci
April 26, 2018
For all the extraordinary innovation occurring in ETFs, no standardized ratings exist to help everyday investors sort through the rapidly growing number of ETF options. The most recent poster child of the problem this creates is the VelocityShares Daily Inverse…
No Reason to Tip Uncle Sam Each Year
Nate Geraci
April 16, 2018
“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…
Nothing is Certain in Investing, Except These Things
Nate Geraci
April 9, 2018
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. …
ETFs in Pictures
Nate Geraci
March 14, 2018
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…
The Retirement Savings Problem
Nate Geraci
March 5, 2018
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…