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.

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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ETFs Making Inroads into 401(k)s

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, we talked ETFs in 401(k)s and 401(k) rollovers.  With more investors realizing the potential benefits Exchange Traded Funds can offer – things like lower costs, transparency, and diversification – they’re naturally asking the question of “when will ETFs be available in my 401(k)”?  401(k) plans have traditionally been dominated by mutual funds and in

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BlackRock’s Dodd Kittsley Talks iShares ETFs & Fund Flows

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. With nearly 300 US listed ETFs and over $600 billion in assets, BlackRock’s iShares ETFs is perched atop the ETF industry.  iShares offers investors a wide range of products from low cost, broad-based core ETFs to more complex, fundamentally weighted ETFs and just about everything in between.  On our most recent radio broadcast, BlackRock’s Global Head of Exchange Traded Product

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YieldShares Founder Magoon on Income Investing & 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. On our most recent radio broadcast, YieldShares Founder and ETF industry veteran Christian Magoon joined us to talk about the YieldShares High Income ETF (ticker YYY) as well as some of the potential benefits of Exchange Traded Funds.  Christian is well-versed in the industry, having been involved in the launch of some 50 ETFs.  He’s also been recognized by Financial

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Why Investment Costs Matter

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. If you understand nothing else about your portfolio, you should know this one simple fact:  Mutual funds and ETFs both charge you money to invest in them.  Period.  End of story.  This will come as a surprise to some or simply be a small reminder to others.  Regardless, the fact remains that you must shell out your hard earned money

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