Investment Insights

Latest News and Commentary

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.

Are ETFs a Better Way to Invest? You Decide.

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. Reasonable minds can certainly differ on the best approach to investing – whether debating specific investment strategies or the underlying investments used to accomplish those strategies.  For hundreds of years, extremely smart and talented individuals from all walks of life have attempted to find a way to gain an edge on the financial markets.  Select any of a seemingly infinite number of investment approaches and you will likely find a highly competent, well-educated investment professional who can present an articulate argument

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ETF Store’s Geraci, Kelly Appear on Entrepreneur KC Show

ETF Store President Nate Geraci and Principal Conor Kelly recently appeared on the Entrepreneur KC radio show to talk about the founding of the firm, the continued growth of the business, and explain why investors are gravitating to ETFs.  While The ETF Store has received plenty of national attention, the roots of the firm are proudly planted in Kansas City, which is quickly becoming one of America’s most entrepreneurial cities.  The Entrepreneur KC radio show, hosted by Jason Grill and airing Thursdays from 1-2pm on KMBZ Business Channel 1660AM, “highlights entrepreneurs, startups, innovation and technologies that are changing lives on

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Bloomberg References The ETF Store’s Approach

In a recent Bloomberg article, The ETF Store was referenced as “the polar opposite of Jordan Belfort’s rapacious Stratton Oakmont”.  If you’re not familiar with Jordan Belfort and Stratton Oakmont, they are the main focus of the popular movie “The Wolf of Wall Street”, starring Leonardo DiCaprio.  DiCaprio plays Belfort and the movie depicts how Belfort’s crooked firm, Stratton Oakmont, swindles unsuspecting investors out of millions of dollars by brokering worthless penny stocks. The Bloomberg article, written by Eric Balchunas, was titled “Cut Out the Wolves of Wall Street with ETFs” and explains how scams such as the one run

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Does Diversification Still Work?

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. With the S&P 500 index up over 27% year-to-date and smaller cap stocks logging even larger gains, 2013 has been one of the more exciting years on record for investors in US stocks.  However, investors holding broadly diversified portfolios might feel like they’ve missed out on the party of the decade.  While US stocks have surged ahead, other asset classes have had less than stellar and, in some cases, downright awful years.  Consider that a popular measure of broad-based US bonds,

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Is Your Active Mutual Fund Manager Beating the Market?

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. One of the great, age-old debates in investing is whether to use active or passive (index-based) investments when building a portfolio.  When investing in mutual funds and ETFs, investors typically fall squarely into one of three camps:  they invest strictly in active funds, they invest only in passive funds, or they use a combination of the two.  At the heart of this debate are two simple questions:  1) Can active fund managers consistently beat “the market” after their fees?  2) If

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Unpleasant Surprise: Mutual Fund Capital Gain Distributions

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. As the calendar turns to November and the end of the year quickly approaches, it’s time to start thinking about the tax consequences of investments you hold in taxable accounts.  Taxes sometimes get lost in the shuffle when evaluating investments, but they can take a big bite out of returns.  For investors holding mutual funds, particularly actively managed funds, you may soon receive an unpleasant surprise in the mail – notification of capital gain distributions.  If you’re not familiar with

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Fidelity (Finally) Makes Jump into ETFs

While ETF assets have surged over the past five years, nearly tripling, Fidelity has watched assets in their actively managed stock mutual funds shrink 16% and corporate profits shrivel up.  We hate to say “we told you so”, but back in 2009, we explained why Fidelity had better move quickly to avoid “getting their lunch eaten by the ETF competition”.  Even then, it was clear that investors were quickly gravitating to low cost, tax efficient, and transparent ETFs.  Furthermore, investors were becoming acutely aware of the underperformance of active mutual fund managers, which is where Fidelity butters its bread.  At

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Commission-Free ETF Push Continues

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing. Click here to listen to The ETF Store Show now. Charles Schwab recently introduced 16 additional commission-free ETFs on their Schwab ETF OneSource platform, which now features a total of 121 commission-free ETFs.  On our most recent radio broadcast, we explained the broader significance of this move and discussed where ETF commissions should factor into the decision-making process when evaluating ETFs for your own portfolio.  We also looked at the

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PureFunds Co-Founder Chanin on Natural Resource ETFs

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing. Click here to listen to The ETF Store Show now. At The ETF Store, we’ve long championed building highly diversified portfolios that include asset classes other than just traditional stocks and bonds.  While stocks and bonds will likely serve as the foundation for your portfolio, exposure to real estate, broad based commodities, and gold – to name a few – can offer diversification benefits and serve as good inflation hedges. 

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WisdomTree’s Schwartz Discusses ETFs, Emerging Markets

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing. Click here to listen to The ETF Store Show now. On our most recent radio broadcast, Jeremy Schwartz, WisdomTree’s Director of Research, joined us to discuss WisdomTree’s unique approach to ETFs and the role of emerging market stocks in a well-diversified portfolio.  Currently the fifth largest ETF provider with over $30 billion in assets and 53 ETFs covering asset classes around the world, WisdomTree pioneered fundamentally weighted ETFs.  While many

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