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 Advisor Working For You or Themselves?

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. If you work with a financial advisor, you might be surprised to learn they may not have a legal obligation to place your interests ahead of their own.  Let me repeat that.  Your financial advisor may not have to act in your best interests! As it turns out, many “financial advisors” are simply brokers who get paid commissions based on the investments they recommend to you.  These brokers can legally steer you into expensive investments that pay them big dollars, but

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Q&A with ETF Store President Nate Geraci

ETF Store President Nate Geraci recently sat down for a wide-ranging interview with ETF Reference’s Editor in Chief Andy Hagans to discuss the changing investment advisory landscape, ETFs, and robo-advisors. Read the full interview here.

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The ETF Store Launches iPortfolios

New fully automated, online investment service offers low-cost ETF portfolios The ETF Store, Inc. announced today the launch of a new online investment service offering, iPortfolios. The new service provides investors with The ETF Store’s exchange-traded fund portfolios through a fully-automated online investment platform. The firm has partnered with Sunnyvale, CA-based Upside, a technology company recently acquired by Envestnet, Inc., providing digital advice solutions to investment advisors. “Not every investor needs or wants a full-service relationship with a financial advisor,” said Nathan Geraci, President of The ETF Store. “We created iPortfolios to better serve clients who may be new to

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WisdomTree: How to Invest in European Equities in 2015

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. Europe has been one of the most exciting equity markets in 2015. With the S&P 500 Index up 2.30% through February 17, 2015, euro-area stocks in local currency1 are up 10.32% 2. It’s important to note that these same stocks in U.S. dollar terms are only up 3.92%3, due to the significant depreciation of the euro that we’ve witnessed. It’s precisely this difference that has created a desire among investors to own euro-area equities4 without layering

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Recapping 2014 & Looking Ahead to 2015

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. Heading into 2014, most market prognosticators confidently expected interest rates to rise and stocks to struggle eking out low single-digit gains.  After all, with lofty 30%+ returns from U.S. stocks in 2013, valuations were surely stretched and the Federal Reserve was removing the fuel (quantitative easing) responsible for igniting a spectacular rally the past several years.  This combination of rich valuations and Fed tapering was projected to, at a minimum, lead to an uphill battle for both stocks and bonds (remember,

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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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