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.

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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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! July 3rd – Tony Barchetto, Founder of Salt Financial, spotlights the recently launched Salt truBeta High Exposure ETF (SLT), a potential alternative to leveraged stock ETFs. July 10th – Linda Zhang, Founder of Purview Investments and Co-Founder of Women in ETFs, discusses impact investing and environmental, social and governance (ESG) ETFs. July 17th – Garrett Stevens, CEO of Exchange Traded Concepts, offers a behind-the-scenes

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Stop The Blame Game: Index Providers Don’t Drive Performance

The following was authored by Martin Small, Head of U.S. iShares at BlackRock. Index providers may set out the rules, but stock pickers dictate winners and losers. Martin explains. We all have a fascination with finding the person “behind the curtain,” the Great Oz who exercises ultimate control.  In reality, wizards are few and far between.  With reams of data now demonstrating that exchange traded funds (ETFs) and index mutual funds don’t actually fuel the markets, pundits have started to look for a new magician, a single force that inflates asset bubbles and then catastrophically explodes them. Some have set their

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Changing Back to Normal

Nathan Geraci is President of The ETF Store, Inc. and host of “The ETF Store Show“. A key theme in the stock market last year was a lack of volatility.  For the first time ever, stocks were positive in all twelve calendar months and experienced only eight days with up or down moves exceeding 1%, one of the least volatile years on record.  2018 began on a similar note, with stocks racing out of the gate and volatility nonexistent.  The environment shifted abruptly in early February as stocks plummeted 10%+ with a historic spike in volatility.  Since then, the ride

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