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Latest News and Commentary

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3 Keys in Changing Markets

The Russia-Ukraine war, accelerating inflation, and rising interest rates dominated headlines during the first quarter of 2022, which witnessed stocks and bonds uncharacteristically declining at the same time.  It’s no surprise to see stocks occasionally post losses given the average intra-year decline in the S&P 500 since 1980 is about 14%.  However, broad investment grade bonds – typically viewed as a ballast in a diversified portfolio – experienced their worst quarterly performance since 1980.  Bond prices tend to move in the opposite direction of interest rates, which spiked during the quarter.  For most investors, this atypical environment created a situation

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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 Trends and ETF Database!  Subscribe to receive the latest ETF Prime podcast directly to your inbox. April 5th – Matt Bartolini, Head of SPDR Americas Research at SSGA, talks ETF flows, actively managed ETFs, and current financial markets.  Mamadou-Abou Sarr, Co-Founder & President of V-Square Quantitative Management, spotlights the V-Shares US Leadership Diversity ETF (VDNI). April 13th – Live from Exchange: An ETF Experience,

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Market Sideshows, Diversification, and the Fed

Successful investors have an uncanny ability to ignore financial market sideshows, embrace diversification, focus on longer-term goals, and exercise patience when things aren’t working well.  This hasn’t exactly been easy over the past two years, which featured a harrowing 34% drop in the S&P 500 during 2020 and subsequent historic recovery, high-flying meme stocks and crypto assets distracting investor attention, the continued underperformance of international stocks, and a constant deluge of alarming headlines. 2021 might best be characterized as the year financial markets “jumped the shark”.  Consider some of the many market sideshows witnessed last year.  Stocks such as GameStop

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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 Trends and ETF Database!  Subscribe to receive the latest ETF Prime podcast directly to your inbox. January 4th – Meb Faber, Co-Founder & CIO of Cambria Investment Management, discusses global stock valuations and potential 2022 market drivers.  James Seyffart, ETF Analyst at Bloomberg Intelligence, previews the year in ETFs. January 11th – Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, explains the RWM WisdomTree

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Threading the Needle

The S&P 500 barely managed a gain during the third quarter, which featured an uptick in volatility driven by growing inflation concerns, the U.S. debt ceiling debate, and negative headlines out of China.  Notably, the S&P 500 ended a streak of 227 days since its last 5% decline, the 7th longest such streak on record.  Most other asset classes – from small cap U.S. stocks to international stocks to investment grade bonds – all closed negative. While the debt ceiling debate and Chinese turmoil are causing some anxiety, the prospect for sustained inflation is the largest driver of investor unease

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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 Trends and ETF Database!  Subscribe to receive the latest ETF Prime podcast directly to your inbox. October 5th – Katie Koch, Co-Head of Fundamental Equity for Goldman Sachs Asset Management, discusses their approach to thematic ETFs.  Harley Bassman, Managing Partner of Simplify ETFs, offers perspective on the Fed, yield curve, and what lies ahead for the financial markets. October 12th – Maurits Pot, Founder

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The Pause That Refreshes

The second quarter of 2021 might best be characterized as “the pause that refreshes”. After a chaotic first quarter – and certainly 2020 – the past three months felt mostly “normal”, if we can use that word these days. There were no elections or political riots. The pandemic is waning, at least in the U.S. Day-to-day life is taking on more of an ordinary feel. On the investing front, global equities are sitting near record highs and bond yields near historic lows. If nothing else, the quarter offered an opportunity for investors to catch their breath and take stock of

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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 Trends and ETF Database!  Subscribe to receive the latest ETF Prime podcast directly to your inbox. July 6th – Eric Ervin, CEO of Blockforce Capital & Co-Founder of Onramp Invest, weighs-in on the recent crypto bear market and what’s next for the space.  Darren Schuringa, CEO & Founder of ASYMmetric ETFs, spotlights the ASYMmetric 500 ETF (ASPY). July 13th – Burton Malkiel, CIO at

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ETF Prime: A New Chapter

It’s hard to believe, but this summer marks ten amazing years since the launch of ETF Prime. Some already know the backstory, but the podcast actually began as a local radio show in Kansas City.  Its roots go back to early 2011 when I found myself in a packed Starbucks discussing ETFs with a business acquaintance. Even though ETFs had been around since 1993, we were debating whether the average person even knew what an ETF was. After one too many cups of coffee, I decided to settle the argument. I approached the nearest person and simply asked, “Have you

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One Year Later: Memes & Vaccines

After historic market chaos in 2020, investors would be forgiven if they assumed 2021 might be a tad calmer.  Instead, events of the first quarter each read as their own outlandish movie script (and, in fact, big screen deals are already in progress):  the Capitol Storming, Reddit message board traders battling hedge funds by piling into GameStop and other “meme” stocks, a massive container ship wedged into the Suez Canal, the family office Archegos blowing up… to name a few.  These epic dramas unfolded one after another, captivating investors who surely thought, “ok, now, I’ve seen it all”.  While blockbuster

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