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…
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…
“This is an unexpected move by Vanguard, and absolutely the next salvo in the ETF fee war.” – Dave Nadig, Managing Director of ETF.com A ruthless ETF fee war escalated this week with Vanguard announcing 1,800+ ETFs (pretty much…
I talked trade war, inflation, & active ETFs on Bloomberg yesterday. I even managed to sneak in a Walkman reference. Enjoy!
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…
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. …
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…
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”,…
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…
“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…
