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.

Another Benefit of ETFs? Tax Efficiency.

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. The various reasons why investors continue to pull money out of actively managed mutual funds and invest in ETFs have been well-documented.  From the high cost of owning mutual funds to their consistent underperformance to their lack of transparency, mutual fund investors are recognizing that they may not be getting what they pay for.  However, another reason investors are shunning mutual funds – and one that doesn’t receive nearly as much fanfare – is the relative tax inefficiency of mutual funds

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WisdomTree: What a Rising Dollar Means for Your Stock Portfolio

The following was written by Jeremy Schwartz, Director of Research at WisdomTree.  Listen to Jeremy’s most recent interview on “The ETF Store Show” here. The Mauldin Economics team released a headline-grabbing report in late October called “The Ticking Time Bomb of the Strong US Dollar.” Its author warns readers, “You’re going to hear hundreds of US multinational companies blame their profit shortfalls on the strong dollar.”1 Typically, if a company’s home currency is weakening compared to the currency where the company’s sales are generated, this will have a positive effect on sales and profitability, and if the home currency is

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Successful Investors Embrace Volatility

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. If there was one word to describe the third quarter, it would likely be “tense”.  Geopolitical tensions continued to escalate in the Middle East and Eastern Europe, with both the terrifyingly rapid rise of ISIS and Russia’s Putin intent on rekindling a Cold War.  Meanwhile, the Federal Reserve remained walking a delicate tightrope of removing economic stimulus and prepping investors for interest rate increases, all without spooking the market.  As if that were not enough, there was growing talk of “bubbles”

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The Four Most Prosperous Words in Investing

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. Legendary investor Sir John Templeton once said, “The four most dangerous words in investing are this time it’s different”. Over the past decade and a half, we have witnessed two vivid examples where investors would have been wise to heed Mr. Templeton’s advice: the dot-com bubble culminating in a spectacular stock market crash in 2000 and, more recently, a housing bubble that precipitated the 2008 financial crisis. In both instances, vast swaths of individuals threw caution to the wind and

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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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