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Financial Planning January 1, 2006 Donald Jay Korn |
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta. |
Financial Advisor October 2008 Marla Brill |
Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive. |
Financial Advisor May 2004 C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. |
The Motley Fool April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF). |
Registered Rep. February 19, 2010 Stan Luxenberg |
How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively. |
Financial Advisor August 2005 Sydney LeBlanc |
ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular. |
Financial Planning September 1, 2013 Craig L. Israelsen |
Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top? |
The Motley Fool January 31, 2011 Dan Caplinger |
ETFs You Just Don't Need Active ETFs are coming, but why buy? |
Financial Advisor February 2, 2009 Raymond Fazzi |
ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies. |
The Motley Fool March 16, 2011 Dan Caplinger |
4 ETF Trends You Must Know About Ignore these hot ETF investments at your peril. |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
Financial Planning November 1, 2010 William Atkinson |
Pick Me Financial planners have their own processes for selecting individual stocks for their clients. And given that mutual funds have been around for decades, planners also have their favorite fund families. However, ETFs are a different animal. |
The Motley Fool August 26, 2004 Dayana Yochim |
Is Wall Street Getting Lazy? Is your money manager getting lazy? Count the number of exchange-traded funds in your portfolio for a litmus test. |
The Motley Fool June 17, 2010 Nathan Alderman |
What the Fool Is an ETF? What is an ETF? An ETF, short for "exchange-traded fund," is a mutual-fund-like basket of investments that trades like a stock. Though a few ETFs are actively managed, most simply track some sort of index. ETFs have five main benefits. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
BusinessWeek March 1, 2004 Lauren Young |
ETFs: What The Buzz Is About In the wake of the mutual fund scandal, more exchange-traded funds are finding their way into individual investors' portfolios |
Financial Planning February 1, 2005 Donald Jay Korn |
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. |
Financial Advisor April 2007 Matt Hougan |
Layer Upon Layer With the surging interest in exchange-traded funds, it was only a matter of time until someone decided to package them together into a fund-of-funds structure. But are they the best option for your financial advisory clients? |
Financial Advisor October 2006 Matt Hougan |
Making Lemonade From Lemons The time to actually do something about taxes is now. Swapping ETFs to harvest losses can make a lot of sense. Financial advisors, take note. |
Financial Advisor December 2007 Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
The Motley Fool May 11, 2009 Dan Caplinger |
Don't Buy This New Investment Wait to see how active ETFs do before you jump in. |
Financial Advisor September 2005 Jim Wiandt |
ETFs Open New Doors Opportunities abound as exchange traded funds (ETFs) expand to cover the the world. |
Financial Planning November 1, 2008 Donald Jay Korn |
ETFs After the Fall The impact of the equities market shocks in September and October on ETF asset accumulation isn't yet known; and what the impact of the change in the general investment climate this fall will be on ETFs is anybody's guess. |
Registered Rep. March 4, 2011 Diana Britton |
New ETF Tools Could Boost ETF Assets, Smaller ETF Players New ETF analysis tools introduced last month from Morningstar and IndexUniverse may attract more assets to ETFs and expand the pool of ETFs that financial advisors use in client portfolios, said three ETF consultants |
The Motley Fool September 15, 2010 Dan Caplinger |
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs. |
Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs). |
The Motley Fool December 7, 2010 Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? |
The Motley Fool March 4, 2010 Selena Maranjian |
Are ETFs Cutting Corners? This practice makes sense for funds, but could mean pain for you. It seems that most ETFs don't completely mimic their underlying indexes |
Registered Rep. November 1, 2005 Kevin Burke |
Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments. |
Financial Advisor February 2008 Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
The Motley Fool July 15, 2009 Dan Caplinger |
2 Smart Ways to Profit From ETFs Either strategy can work for you. |
The Motley Fool April 28, 2009 Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |
The Motley Fool October 4, 2011 Dan Caplinger |
Watch Out for These Costly Investments High costs can make ETFs look bad. |
Financial Planning November 1, 2009 Stacy Schultz |
ETFs' Glory Days At a time when the market was swinging by hundreds of points a day, exchange-traded funds (ETFs) offered a more secure alternative. |
The Motley Fool December 16, 2008 Dan Caplinger |
Make the Right Investment Every Time Even after close examination, it can be hard to tell many investments apart. Therefore, how can you ensure that you make the best choice every time? |
Investment Advisor June 2009 Vaughan Scully |
ETF Advisor: ETFs for Cash Over the past year, ETFs holding money market securities -- Treasury, municipal, and corporate bonds that mature in less than a year -- have sprung up to give investors a "cash-equivalent" ETF option. |
Financial Advisor July 2011 Marla Brill |
Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players. |
The Motley Fool August 12, 2010 Mac Greer |
2 ETFs for Deflation, 2 for Gold An interview with ETF Database analyst Michael Johnston. |
Financial Advisor December 2011 Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
Financial Advisor March 2011 Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
Investment Advisor February 2008 |
The ETF Solution Forward-thinking companies and their advisors are increasingly allowing 401(k) plan participants to leverage the benefits of ETFs. |
Entrepreneur January 2006 Dian Vujovich |
Hot Stuff The mercury's rising on exchange-traded funds. |
BusinessWeek March 1, 2004 |
Funds In A Feeding Frenzy Exchange trade funds are fine, says manager William Bernstein. But index funds are better |
Financial Advisor December 2008 Marla Brill |
ETF Growth Expected What was bad news for the stock market in 2008 may prove to be good news for ETFs in 2009. |
The Motley Fool January 19, 2010 Amanda B. Kish |
The Hottest Trillion-Dollar Investment Read these tips before jumping into the popular world of exchange-traded funds. |
Financial Advisor October 2005 Matthew Hougan |
Shorting ETFs Gets Sold Short Although many advisors are reluctant to short exchange-traded funds (ETFs), it's important to remember that ETFs are less risky on the short side than individual stocks, as they are not susceptible to short squeezes. |
Financial Planning October 1, 2006 Donald Jay Korn |
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu. |
Financial Advisor June 2008 Marla Brill |
The New ETF Frontier This spring, after over seven years of SEC evaluation and paper shuffling, a handful of actively managed ETFs finally debuted. |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
BusinessWeek March 27, 2006 Aaron Pressman |
Funds To Cover Every Angle Investment strategists and financial advisers say the right dose of these specialized exchange-traded funds can improve portfolio performance. |