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 – 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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ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek April 10th – Michael Natale, Head of Intermediary Distribution at Northern Trust, highlights several FlexShares ETFs to help hedge a portfolio for rising inflation. April 17th – Danny Prince, Head of iShares U.S. Wealth Advisory Product Consulting, joins us on Tax Day to discuss the tax efficiency of ETFs and the often-overlooked impact taxes can have on portfolio returns. April 24th – Larry Medin, Founder & CEO of Brandometry spotlights the index underlying the Brand Value ETF (BVAL). May 1st – Ben

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How To Prepare Your Portfolio For Any Weather

The following was authored by Matthew Tufano, economist within Vanguard’s Australian Investment Strategy Group. I love forecasts. If there’s something to predict, chances are I’m thinking about it. I first caught the “prediction bug” during winter storms, which brought the possibility of school snow days. If I believed it would snow enough to close school and I was right, I’d have an extra day to do my homework. The night before, I’d have to decide how confident I was in my call. Was I confident enough not to finish my assignments? The reward of being right (and the cost of being

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Guess Who’s Driving the ETF Bus?

The following was authored by Martin Small, Head of U.S. iShares and a regular contributor to The Blog. ETFs got their biggest boost in 2017 from end investors and advisors. Martin explains why this is such a big deal. By any measure, 2017 was a breakout year for exchange traded funds (ETFs). Globally, an unprecedented $630 billion flowed into ETFs, some three-quarters of which came from the U.S. As a result, close to $5 trillion is currently hard at work for ETF investors, helping them participate in the markets conveniently, precisely and generally at low costs. When you consider that these

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ETFs vs. Mutual Funds: The Age-Old Question

The following was authored by Paige Kyle, Capital Markets Associate at WisdomTree. One of the most common questions and discussion points we encounter is: “What are the key differences between exchange traded funds (ETFs)  and mutual funds?” Both are investment vehicles designed to give the investor exposure to a basket of securities, but there are important distinctions between the two structures in terms of transparency, trading and tax efficiency. Our CEO, Jonathan Steinberg, likes to use the analogy that mutual funds are like black-and-white TVs and ETFs are like HDTVs in full color. The first key difference between ETFs and mutual

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What Goes Up Doesn’t (Necessarily) Have to Come Down

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. The 2017 stock market might best be characterized as long in frightening headlines, short in volatility, and strong in returns.  The S&P 500 registered its second-best year since 2009, despite a seemingly never-ending flow of negative news.  The Robert Mueller investigation, growing tensions with North Korea, devastating hurricanes, overseas terrorist attacks, horrific domestic shootings, Charlottesville – the headlines were enough to give even hardened investors pause. Remarkably, despite it all, the S&P 500 closed every single month of 2017 with

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