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The ETF Report

An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other asset, but unlike mutual funds, ETFs can be purchased or sold on a stock exchange the same way that a regular stock can. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities. ETFs can even be structured to track specific investment strategies.

Here’s What’s Driving Your Investment Returns

Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or unconsciously made.  Let’s examine the factors driving your returns. Your Asset Mix Back in the 1990s, … Read more ›

Your Market Correction Checklist

“It’s wise to remember that too much success in the stock market is in itself an excellent warning,” once quipped Gerald Loeb. After nine consecutive yearly gains, it’s fair to say that our generation has enjoyed more than its fair share of stock market success. … Read more ›