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No Reason to Tip Uncle Sam Each Year

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...
ETFs in Pictures

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...
Core Wars

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...
City of Dreams – Part II

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...
City of Dreams

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...
“Hockey Stick” ETF Growth

“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...