Investment Insights
A Fresh Perspective on Wealth Management
Whether you are just getting started on your wealth management journey or looking for a new direction, The ETF Store provides a diverse set of resources to help you make informed decisions. We pride ourselves on offering investment insights to both new and seasoned investors.
The “Real World”, Markets, & Certainty
What a year. A deadly global pandemic. Emotional protests and civil unrest. A cantankerous, disputed election. 2020 was a year most would like to forget. However, despite all of the “real world” challenges, financial markets kept chugging along with stocks and bonds delivering healthy returns to investors. A one-two combination of swift Federal Reserve monetary response and the government’s fiscal stimulus shepherded the markets through the darkest days of 2020’s Covid-induced crisis. The contrast was stark between the doom and gloom of March and investor euphoria driven by optimism on a vaccine and an anticipated economic reopening in November and
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 12th – John Hoffman, Head of Americas ETFs & Indexed Strategies at Invesco, highlights the QQQ Innovation Suite which includes the Invesco NASDAQ Next Gen 100 ETF (QQQJ). Paul Kim, CEO & Co-Founder at Simplify ETFs, describes their unique lineup of options-based ETFs. January 19th – Doug Yones, Head of Exchange
Understanding Municipal Bonds
“Nothing is certain except for death and taxes.” – Benjamin Franklin Virtually all investment income outside of a qualified retirement account is taxable, except for income from tax exempt municipal bonds. Municipal (or “muni” for short) bonds are often overlooked, but can be an excellent cornerstone in taxable fixed income portfolios. Most investors think of munis as a boring investment found in your grandfather’s portfolio, but there is nothing boring about paying less in taxes than you have to. A well-crafted muni bond portfolio provides stability, diversity, and tax-exempt income. Investors in the top three tax brackets who own taxable
Challenges & Opportunities in Fixed Income – An Introduction
A growing number of people are either in or getting close to retirement. Half of the 73 million baby boomers are 65 or older and the other half will reach that age by 2030. This is exactly the time people need to increase their allocation to fixed income investments, usually in the form of bonds. However, the yields paid on bonds are at all-time lows, presenting an enormous challenge. It may be tempting to simply buy riskier bonds with the highest yields or underweight fixed income altogether and pursue dividend-focused stocks. These approaches would overlook the importance of a prudent
Shapes of Recovery
The S&P 500 turned positive for the year during the third quarter despite dropping 34% from its all-time highs in February following the onset of the coronavirus pandemic. It took a mere 126 trading days to recover losses experienced during the bear market occurring from February 19th through March 23rd. According to Barron’s, the prior fastest bear market recovery happened in 1966-67 and took 310 trading days. The average recovery has spanned 1,542 trading days. It has been a true “V-shaped” recovery in 2020, and a quick one. But, has it been a V-shaped recovery for all? While the broader
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. October 6th – Rich Powers, Head of ETF Product Management at Vanguard, discusses the growth of bond index ETFs and their recently launched ESG U.S. Corporate Bond ETF (VCEB). Eric Becker, Portfolio Manager at Water Island Capital, spotlights the AltShares Merger Arbitrage ETF (ARB). October 13th – Andrew Chanin, CEO of ProcureAM
ETF Shark Tank
ETF Store President Nate Geraci recently sat down with Kevin O’Leary, aka “Mr. Wonderful”, and Connor O’Brien, CEO of O’Shares ETFs. Topics discussed include ETF industry growth, small cap stocks, tech stock valuations, & much more. https://vimeo.com/456350517
5 Misconceptions I Had About ETFs
The following blog was posted at Vanguard and authored by Jim Wang, personal finance blogger and the founder of Wallet Hacks. After my first summer internship, my dad urged me to open a Roth IRA and start saving for my retirement. The Roth IRA was a relatively new invention as of the Taxpayer Relief Act of 1997, but my dad was always on top of these financial matters, so he helped me open a Vanguard Brokerage Account. It was the dot-com boom and I dutifully invested my hard-earned $1,500 in JDS Uniphase, only to watch it drop 20% within a few months
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
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
