Investment Insights

Latest News and Commentary

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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 Dynamics of Liquidity and Investing

BlackRock’s Matt Tucker explains the concept of liquidity and sheds some light on the dynamics of liquidity and exchange traded funds: I’ve been getting questions recently about liquidity, specifically in the context of exchange traded funds (ETFs). Liquidity is a hot topic in financial markets these days, so let’s spend a little time going over it. First, we’ll explore what we mean by “liquidity” and then we’ll explain what it means when it comes to ETFs. Defining liquidity When I think about liquidity, I think about a transaction: I am able to buy or sell something at a known price. The


Taking Advantage of Tax Loss Harvesting with ETFs

The following was authored by WisdomTreeETFs. For financial advisors, this is the time of the year to talk taxes with their clients, especially if they have capital gains. Investors may be unaware that their mutual funds can have capital gains—even when the market is down. In fact, even when a mutual fund’s NAV is down, it may have had capital gains from the sale of a security (ETFs can have capital gains too; it’s just far less frequent due to their tax efficiency). And with capital gains come capital gains taxes. One effective way to potentially reduce capital gains taxes (and


3 Steps for Better Retirement Saving and Investing Habits

The following was authored by Nelli Oster, PhD, Director and Investment Strategist at BlackRock Consider the following choices: 1. You are offered a snack to eat now—would you prefer a chocolate bar or an orange? 2. You are offered a snack now to eat next week—would you prefer a chocolate bar or an orange? People predominantly choose the tasty but unhealthy snack for immediate consumption, but pick the healthy snack for the future. However, once that future date arrives, if given the option to switch, they again go for the high-sugar high-fat chocolate bar. This example highlights one of the


Millennials Leading ETF Charge

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. A recent Charles Schwab ETF investor survey found that Exchange Traded Funds are playing an increasingly important role in investors’ portfolios.  While this comes as no surprise, the survey highlighted some notable differences in the use of ETFs across generations – in particular, with Millennials.  From the Schwab press release: “The prominence of ETFs within an overall investment strategy is particularly pronounced among younger ETF investors. Millennials (aged 25-35) say that ETFs currently make up an average of 41 percent of


How Diversifying Can Help You Manage Market Mayhem

The following was authored by Heather Pelant, Personal Investor Strategist at BlackRock The recent market volatility, while not unexpected, has certainly been hard for any investor to digest. If you are feeling a tad queasy, you aren’t alone. It’s an apt moment to pause and remind ourselves of the importance of diversification to help your portfolio ride through market turmoil. What is Proper Diversification? While attempting to teach my youngest daughter about nutrition over the summer, I pulled up the nutrition wheel. As I showed her the various food groups, I was reminded of a diversified portfolio with all its asset classes.


What To Do When Financial News Headlines Jump Out at You

The following was authored by Heather Pelant, Personal Investor Strategist at BlackRock I’ve written about how my aunt calls me when the markets worry her. Needless to say, she’s been calling a lot. Rising interest rates. Sinking oil prices. A strong dollar and weak earnings. Greece, China and Puerto Rico. The news headlines make hay of these swings, and investor emotions can ride along with the dramatic stories. The stock market will spike one day, you feel optimistic and invest, then the market drops back down the next day. Earlier this year, we talked about how the markets would seem more volatile than


The ETF Store Show Moves to New Time, Now Simulcast on 99.3FM

We are excited to announce that, beginning August 4th, The ETF Store Show will air from 3 – 4pm CST every Tuesday.  Previously, the show aired from 9 – 10am CST on Tuesdays.  Union Broadcasting, Inc., which owns and operates ESPN 1510AM, recently purchased 99.3FM.  All ESPN 1510AM programming, including our show, will now be simulcast on the new 99.3FM.  This will offer expanded geographical coverage in the Kansas City region, broadening the existing footprint of ESPN 1510AM.  Along with these changes, the programming schedule for ESPN 1510AM is expanding with the addition of several new national shows. The ETF


4 Things I’ve Learned From The ETF Store Show

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. Nearly three years ago, we launched The ETF Store Show with the hope of providing an entertaining way to help educate investors on Exchange Traded Funds.  I always tell the story of walking into a local coffee shop back then and taking an informal poll on who had heard of ETFs and their potential benefits.  I might have been lucky to see one or two hands raised.  The sole reason we created The ETF Store Show was to help close this


ETFs Provide Investors with Options

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. Much has been written about the remarkable growth of Exchange Traded Funds (ETFs), along with their potential benefits.  Lower costs, tax efficiency, and transparency are just a few of the possible advantages of using ETFs in your investment portfolio.  However, a benefit that is sometimes overlooked is the simple fact that ETFs provide you with options. Consider a relatively moderate investor in the 1990s.  Back then, a well-diversified portfolio might have been comprised of 60% stocks and 40% bonds, the bulk