General Investing

Stay on top of the latest ETF industry insights.

Coronavirus: Fears, Narratives, & the Stock Market

Following stellar performance in 2019 and a promising start to 2020, U.S. stocks fell into correction territory today (down 10% from previous high) on Coronavirus (COVID-19) fears.  Year-to-date, the S&P 500 has declined approximately 7% after beginning the year up…

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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…

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Fee War Moving to Advisors?

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…

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A Crisis, a Bull Market, & Financial Illiteracy

“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….

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Active vs. Passive – A Very Tired Debate

A recent memo from billionaire investor Howard Marks seemed to rekindle debate over active and passive investment management or, more specifically, how both should be defined.  Howard (correctly) observed the increasingly blurring line between active and passive: “Each deviation from…

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Wine, Investment Costs, and Perception

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…

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The Retirement Savings Problem

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…

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Fear Sells

Dow ends wild day down 1,175 points, largest point drop in history – USA Today, February 5th Dow plunges more than 1,000 points on specter of higher interest rates – Washington Post, February 8th LIVE tonight at 7p ET: Tune…

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Predictions Vs. Probabilities

“To expect the unexpected shows a thoroughly modern intellect. ” -Oscar Wilde Understanding the difference between a prediction and the probability of a particular outcome occurring is an important distinction for successful investors.  Anyone, regardless of their specific knowledge or…

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