Investment Insights

Latest News and Commentary

A Fresh Perspective on Wealth Management

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Stock Market ≠ Economy

The S&P 500 followed one of its worst quarters ever with one of its best. After experiencing a nearly 20% drop in the first quarter, including a harrowing 34% decline from February 19th through March 23rd, the S&P 500 jumped 20%+ in the second quarter. This despite the fact that yet another wild card was dealt… civil unrest. In the midst of confronting a once-in-a-generation pandemic, the country faced social discord on a level not seen since the 1960s. It’s no stretch to say the last six months have felt more like six years. Incredibly, stocks are somehow only a

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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” – Bloomberg BusinessWeek In addition to the following guests, be sure to catch our weekly segment with the experts at ETF.com!  Subscribe to receive the latest ETF Prime podcast directly to your inbox. July 7th – Dave Nadig, CIO & Director of Research of ETF Trends/ETF Database, discusses the Fed’s bond ETF purchases, Robinhood traders, and much more.  Will Hershey, Co-Founder & CEO at Roundhill Investments, spotlights the recently launched Roundhill Sports Betting & iGaming ETF (ticker BETZ). July 14th – Matt Bartolini, Head of

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ETF Creation/Redemption Process: Behind the Scenes

The following was authored by Michael Barrer, Senior Associate of Capital Markets at WisdomTree. Exchange-traded funds (ETFs) can offer an attractive and efficient way for investors to gain access to all aspects of the marketplace and have greatly leveled the investment landscape in terms of availability to all asset classes and regions. As ETFs continue to grow in assets and scope of coverage, we are often asked these questions: What is an ETF creation or redemption? How does that work? What function does that provide, and does an investor make that decision? Let’s go behind the scenes of the life of

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Bulls, Bears, & Swans

U.S. stocks experienced their worst first quarter ever, with the S&P 500 dropping nearly 20% as the world grappled with a pandemic.  Notably, from its February 19th record high through March 23rd, the S&P 500 shed 34%, the fastest such decline ever.  International stocks fared even worse. Of course, the impact of COVID-19 extends well beyond the stock market realm.  The economy has effectively ground to a halt, with many businesses shuttered indefinitely.  A record 17 million Americans filed for unemployment over the past three weeks.  Our daily lives have been significantly altered.  Social distancing, face masks, working remotely, schools

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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” – Bloomberg BusinessWeek In addition to the following guests, be sure to catch our weekly segment with the experts at ETF.com!  Subscribe to receive the latest ETF Prime podcast directly to your inbox. April 7th – Mona Naqvi, Head of ESG Product Strategy North America at S&P Dow Jones Indices, discusses the future of ESG investing.  Naushad Virji, CEO of SP Funds, spotlights the first suite of Sharia-compliant ETFs. April 14th – Sean O’Hara, President of Pacer ETFs Distributors, offers perspective on the recent market

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10 Years Older, but 10 Years Wiser

The 2010s marked the first decade since immediately prior to the Civil War that the U.S. economy didn’t suffer at least one recession.  The S&P 500 went the entire decade without experiencing a single 20% drawdown, or bear market.  That hasn’t happened in 120 years! These facts are made even more remarkable when you consider the events of the past ten years:  Greek bailout, U.S. debt downgrade, European sovereign debt crisis, “fiscal cliff”, Cyprus banking crisis, “taper tantrum”, Ebola virus, Syria, Chinese currency devaluation, Brexit, 2016 U.S. Presidential election, trade war, yield curve inversion – to name a few (or

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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” – Bloomberg BusinessWeek   In addition to the following guests, be sure to catch our weekly segment with the experts at ETF.com!  Subscribe to receive the latest ETF Prime podcast directly to your inbox. January 7th – John Swolfs, CEO of Inside ETFs, previews the world’s largest ETF conference.  Adam Butler, CIO at ReSolve Asset Management, explains the index behind the Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO). January 14th – Tariq Dennison, Director of Cross-Border Wealth at GFM Asset Management, discusses ETF due diligence

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Market “Signs”

Most will recall the 1970s hit song “Signs” by Five Man Electrical Band.  Even if you don’t initially recognize the tune, the iconic refrain will likely jog your memory: “Sign, sign, everywhere a sign Blockin’ out the scenery, breakin’ my mind Do this, don’t do that, can’t you read the sign?”   The song was written by the band’s lead singer, Les Emmerson, after a California road trip.  From Songfacts: “Emmerson wrote the song after taking a road trip on Route 66 in California, where he noticed a plethora of billboards that obscured the beautiful scenery.  This posed a question:

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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” – Bloomberg BusinessWeek   In addition to the following guests, be sure to catch our weekly segment with the experts at ETF.com!  Subscribe to receive the latest ETF Prime podcast directly to your inbox here. October 1st – Luke Oliver, Head of Index Investing at DWS, discusses investing in China, including spotlighting several Xtrackers China A-Shares ETFs.  Sal Gilbertie, Founder of Teucrium, goes in-depth on agricultural commodity ETPs such as the Teucrium Corn Fund (CORN). October 8th – Will Rhind, Founder & CEO of GraniteShares,

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