ETF Insights

Tax Loss Harvesting with ETFs and the Underperformance of Mutual Funds
December 21st, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio broadcast, we explained another timely, year-end topic – tax loss harvesting.  ETFs are an excellent investment tool to […]

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Are You Still Investing Using 1940s Technology?
December 14th, 2011 by ETF Store Staff

The following is an excerpt from the article “Turning Fund Distribution on Its Head” by Scott Burns and Paul Justice of Morningstar.  Read the full article here. The arguments over which is the better vehicle, ETFs or mutual funds, usually get bogged down in quarrels about active versus passive (which is a different debate), investor […]

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ETFs with European Exposure and Minimizing Capital Gain Distributions
December 13th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we discussed the latest on the debt crisis in Europe and some ETFs with European exposure that […]

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ETF Store Show Recap – 12/3/11
December 6th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio broadcast, we delved into a wide range of ETFs, including Retail ETFs, Airline ETFs, Agriculture ETFs, and even […]

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ETF Store Show Recap – 11/26/11
November 29th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio broadcast, the President & CEO of the Missouri Council on Economic Education, Mike English, joined us in the […]

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ETF Store Show Recap – 11/19/11
November 21st, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we delved into a number of ETFs including MUB, SPLV, SLV, and PCY.  We also discussed what’s […]

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Have ETFs Killed the Mutual Fund “Rock Star” Managers?
November 18th, 2011 by ETF Store Staff

CNBC.com published an interesting article this week on Legg Mason’s Bill Miller, who announced he was stepping down as the manager of Legg Mason’s flagship Value Fund.  Miller was one of the last of a dying breed of high profile, “rock star” mutual fund managers trying to beat their benchmark indexes each year.  Unfortunately, Miller’s […]

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ETF Store Show Recap – 11/12/11
November 14th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. Does your financial advisor only have you invested in stocks and bonds or maybe some equity and fixed income mutual funds?  On our […]

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Beware of Mutual Fund Capital Gain Distributions
November 10th, 2011 by ETF Store Staff

As the end of 2011 quickly approaches, it’s time to start considering the tax consequences of investments you hold in taxable accounts.  One of the biggest benefits ETFs provide investors is they can cut your tax bill.  Because of their legal structure and minimal trading, ETFs typically distribute very little, if any, capital gains to […]

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ETF Store Show Recap – 11/05/11
November 7th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we explained why the European Debt Crisis matters to your investments and suggested some ways that you […]

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ETF Store Show Recap – 10/29/11
October 31st, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we discussed the recent surge in both the equity markets and the price of gold and suggested […]

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Is Your Actively Managed Mutual Fund Just an Index Fund in Disguise?
October 28th, 2011 by ETF Store Staff

A recent article from The Motley Fool highlights a problem with actively managed mutual funds that many investors may not have considered – they may be paying exorbitant fees for active management in a mutual fund that has much more in common with a passive index.  As the article more eloquently states: “Unbeknownst to many […]

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ETF Store Show Recap – 10/22/11
October 26th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we concluded our series of case studies on how we believe individuals at different stages of their […]

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ETF Store Show Recap – 10/15/11
October 18th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we interviewed Michael Johnston, the founder of ETF Database which is one of the most heavily trafficked […]

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ETF Store Show Recap – 10/08/11
October 10th, 2011 by ETF Store Staff

The ETF Store Show is moving to a new time!  Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we continued with the third of four […]

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ETF Store Show Recap – 10/01/11
October 2nd, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 3pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. On our most recent radio show, we discussed an interesting study on ETF investors conducted by Charles Schwab.  The study focused on individuals […]

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ETF Store Show Recap – 9/24/11
September 26th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 3pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. In this low interest rate environment, it can be incredibly difficult for investors to build a portfolio that provides yield (often provided off […]

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ETF Store Show Recap – 9/17/11
September 19th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 3pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. Have you ever really looked under the hood of your actively managed mutual fund to understand exactly what you’re paying for the grand […]

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ETF Store Show Recap – 9/10/11
September 13th, 2011 by ETF Store Staff

Listen to The ETF Store Show every Saturday at 3pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing. Think your advisor is Nostradamus and can pick the stocks or actively managed mutual funds that outperform the broader market in any given […]

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A Rare Look Inside the SPDR Gold Trust Vault
September 1st, 2011 by ETF Store Staff

As gold surges to new record highs and the popularity of physically backed gold ETFs continues to grow, CNBC’s Bob Pisani brings us a fascinating look inside the London vault where the gold backing the world’s largest ETF is held.  Conspiracy theorists have claimed that the most popular gold ETF, the SPDR Gold Trust (GLD), doesn’t actually own or […]

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ETF Investors Wealthier and Better Educated Than Mutual Fund Investors?
August 30th, 2011 by ETF Store Staff

A recent article in Investment News highlighted some interesting research conducted by Cerulli Associates Inc – namely, that compared to mutual fund investors, ETF investors tend to be wealthier, younger and better educated.  Some interesting data points from the article include: The median household income for mutual fund investors is $80,000 vs. $130,000 for ETF […]

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The ETF Store Launches Weekly Radio Show
August 12th, 2011 by ETF Store Staff

The ETF Store is launching a weekly radio program called “The ETF Store Show”. The new show will air every Saturday from 3-3:30pm on KCMO 710AM and focus on helping individuals better understand all aspects of Exchange Traded Funds (ETFs) and how to effectively implement them in investment portfolios. Hosted by The ETF Store’s Chief […]

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Got Gold?
August 8th, 2011 by ETF Store Staff

Gold continued its steep upward ascent today as the price per ounce soared past $1,700 after the downgrade of US sovereign debt by Standard & Poor’s.  With growing concern that the US may be headed towards another recession and the continued uncertainty in Europe and the global economy in general, gold has become a “safe […]

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Actively Managed Mutual Funds Dying a Slow Death?
July 22nd, 2011 by ETF Store Staff

Is it simply a matter of time before ETFs eclipse actively managed mutual funds?  Businessweek’s recent article “Americans Lose Faith in Stock Pickers” points to the fierce competition actively managed equity mutual funds are facing from ETFs.  Data from the Investment Company Institute referenced in the article shows U.S. equity mutual funds have lost an […]

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ETF Inflows Continue
July 12th, 2011 by ETF Store Staff

Investors keep pouring money into ETFs, with more than $8 billion in new money invested in ETFs and related exchange traded products in June according to National Stock Exchange, Inc. (NSX).  Year-to-date, that figure is now up to a staggering $58 billion, an increase of nearly 47% from the same time period last year. Total […]

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Active Mutual Fund Managers Losing Market Share to ETF Asset Allocators
June 16th, 2011 by ETF Store Staff

A recent Bloomberg article highlights a growing trend that shows no signs of slowing:  managers using ETFs to build stand-alone portfolios continue to take market share away from traditional actively managed mutual funds.  Legg Mason’s Bill Miller, who has been one of the more popular active fund managers, concedes in the article that “ETF asset-allocation products […]

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Convert Your Overpriced Mutual Fund Portfolio to ETFs
June 10th, 2011 by ETF Store Staff

Investors stuck in expensive actively managed mutual fund portfolios may have a desire to move to more cost effective investment options, but may not know exactly where to begin.  ETF Database makes available a great tool to help map any actively managed mutual fund to a lower cost ETF alternative.  Their Mutual Fund to ETF […]

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Schwab Bringing ETFs to 401(k) Plans
June 8th, 2011 by ETF Store Staff

As was recently reported in The Wall Street Journal, brokerage firm Charles Schwab is now leading the charge on bringing exchange traded funds (ETFs) to 401(k) plans.  By now, most investors have become at least somewhat familiar with ETFs and the benefits they can offer including lower fees, greater transparency, and easier access to a […]

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A Better Way To Invest With Bill Gross?
April 29th, 2011 by ETF Store Staff

Recently, PIMCO and renowned bond fund manager Bill Gross filed for registration to list an exchange traded fund (ETF) version of their highly popular PIMCO Total Return Fund.  This is just the latest example of active mutual fund managers attempting to move into the mushrooming ETF space.  Previously, active mutual fund managers have been reluctant […]

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Think Your Mutual Fund Advisor Is Adding Value? READ THIS.
February 4th, 2011 by Joe Massman

According to recently published research by Merrill Lynch, only 1 in 5 Mutual Funds beat the market in 2010.  Merrill said growth mutual fund managers actually did the best, with only 30% beating the Russell 1000 Growth Index.  Core managers (i.e., Growth/Value blend) did the worst, with only 11% beating the Russell 1000 Index.  The […]

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First Quarter Commentary
January 15th, 2011 by Joe Massman

We’ve just posted our first quarter market and economic commentary.  You can download it here.

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Victims of Madoff’s Ponzi Scheme Should Have Invested in ETFs
January 8th, 2011 by Joe Massman

The cost and tax advantages of ETFs compared to mutual funds are well known.  A less well known benefit is their transparency.  Unlike the holdings in a mutual fund, which are only published four times a year, the holdings of an ETF are published every day.  As this Arizona Republic article so explains, with ETFs you […]

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“When we see people moving to stock funds, they’re not using conventional funds – they’re using ETFs”
January 6th, 2011 by Joe Massman

Here at the ETF Store, we believe asset allocation is the most important investment decision and the primary determinant of long term investment success. We believe that ETFs are generally the best investment vehicle to use in investment portfolios because they are inexpensive, tax efficient and well diversified. We are evidently not alone in that opinion […]

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ETF Expense Ratios Headed to Zero?
January 5th, 2011 by Joe Massman

There is a great article in the Wall Street Journal about the price wars between different ETF issuers and what it means for investors.  ETFs have been cheaper than mutual funds for a long time.  Now the cost differentials are widening and there is speculation that some ETFs will ultimately have expense ratios of zero.  […]

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