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.

Headlines, The Fed, & Investor Behavior

If 2018 was noteworthy because nothing in an investment portfolio seemed to work, 2019 is striking in that nearly everything is working.  Most major asset classes were positive in the first quarter, in stark contrast to last year when only cash and select areas of the bond market offered salvation. Most investors will vividly recall the S&P 500 declining 20% from September 20th to December 24th of last year.  Since that time, it has risen 21% through the end of March. The wild stock market action over the past six months provides yet another crash course (pun intended) on the

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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” – Bloomberg BusinessWeek   In addition to the following guests, be sure to catch our weekly segment with the experts at ETF.com!  Subscribe to receive the latest ETF Prime podcast directly to your inbox here. April 2nd – John Davi, Founder & Chief Investment Officer at Astoria Portfolio Advisors, offers perspective on the current market environment and constructing ETF portfolios.  Carlos Diez, Founder & CEO of MarketGrader Capital, explains the index behind the Barron’s 400 ETF (BFOR). April 9th – Nicole Boyson, Professor of Finance

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Investors’ Two Best Friends: Time & Diversification

Nathan Geraci is President of The ETF Store, Inc. and host of ETF Prime. After hitting record highs on September 20th, the S&P 500 dropped 20%+ through December 24th.  A less than spirited holiday week bounce only somewhat salvaged the carnage.  Up 11% late into the 3rd quarter, the S&P 500 ended 2018 down 4.5%.  The swoon ended a streak of 9 consecutive years of gains following the global financial crisis, tied for the longest such streak in history.  The contrast between the first three quarters of 2018 and the fourth was stark: Source:  Tim Edwards, S&P Dow Jones Indices  

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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” – Bloomberg BusinessWeek   In addition to the following guests, be sure to catch our weekly segment with the experts at ETF.com!  Subscribe to receive the latest ETF Prime podcast directly to your inbox here. January 8th – Mike Strain, Director of Economic Policy Studies at the American Enterprise Institute, discusses 2019’s economic and political landscape.  Christian Magoon, Founder & CEO of Amplify ETFs highlights the Amplify BlackSwan Growth and Treasury Core ETF (SWAN). January 15th – Bob Smith, President & Chief Investment Officer at

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ETF Prime: 2018’s Top 5 Most Downloaded Interviews

ETF Prime welcomed over 50 ETF & index providers in 2018, along with independent analysts from Bloomberg, Morningstar, CFRA, and ETF.com.  We covered everything from the first artificial intelligence ETF to the SPDR S&P 500 ETF turning 25 years old.  Our five most downloaded interviews reflected some of 2018’s top stories including the continued rise of indexing, bitcoin and marijuana ETFs, and factor-based investing: 1) Gerry O’Reilly, Principal & Portfolio Manager at Vanguard, provides a behind-the-scenes look at managing $1 trillion+ in Vanguard index funds.  Listen. 2) Marc Chaikin, a 50-year Wall Street veteran and Founder of Chaikin Analytics, explains the methodology

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NAV Doesn’t Mean Free: ETFs vs. Mutual Funds

The following was authored by Michael Barrer, Senior Associate of Capital Markets at WisdomTree. ETFs and mutual funds get compared constantly, and we have covered the topic numerous times in the past. Today we zoom in on one key difference between ETFs and mutual funds: how transactions are executed. Investors of mutual funds like the fact that the funds transact at net asset value (NAV), because they think they’re not paying the spread seen on-screen for ETFs. In fact, mutual funds, just like ETFs, are wrappers around baskets of securities. And just because a mutual fund transaction occurred at NAV, does not mean it

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Embrace Diversification

Nathan Geraci is President of The ETF Store, Inc. and host of ETF Prime. After limping to a 2.5% gain during the first six months of the year, the S&P 500 surged more than 7% in the third quarter to all-time highs.  Stocks posted strong gains despite global trade concerns, rising interest rates, partisan political discourse, and a bull market some view as long in the tooth.  Underpinning the market’s ascent was a healthy economic backdrop, with the latest measure of GDP showing a 4.2% annual growth rate and unemployment near 50-year lows.  U.S. companies are riding the wave of an

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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” – Bloomberg BusinessWeek   In addition to the following guests, be sure to catch our weekly segment with the experts at ETF.com!  Subscribe to receive the latest ETF Prime podcast directly to your inbox here. October 9th – Steven Schoenfeld, ETF industry veteran & Founder of BlueStar Indexes, fields rapid-fire ETF questions and highlights BlueStar’s Israeli stock and thematic tech indexes. October 16th – Vince Birley, CEO of Vident Financial, discusses their innovative, principles-based approach to ETFs including the Vident Core U.S. Equity Fund (VUSE).

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ETFs: Benefits of Exchange Listing

The following was authored by Anita Rausch, Head of the Capital Markets team at WisdomTree. I have been talking to exchange-traded fund (ETF) investors for more than a decade, and when I mention the numerous benefits of the structure, I often hear “I don’t need intraday liquidity, so that does not benefit me.” Well, I am here to tell you that whether or not you utilize the intraday liquidity, it benefits all ETF investors. The exchange listing, or “ET” part of “ETF,” is what allows this product to have intraday liquidity. But the exchange listing also gives ETFs benefits over

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Stock Market – The Ride

Nathan Geraci is President of The ETF Store, Inc. and host of ETF Prime. Every investor knows the old cliché that the stock market is like a roller coaster, up and downs, twists and turns, both an exhilarating and scary ride. However, the roller coaster analogy doesn’t always quite fit. A roller coaster never really goes anywhere, always ending-up right back where it started. Meanwhile, stocks tend to march higher over time, though certainly not without a few adventures along the way. However, with summer vacations and trips to amusement parks in full swing, it occurs to us the first

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