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Financial Planning June 1, 2009 Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.  |
Financial Advisor September 2011 Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.  |
Financial Advisor May 2010 Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs.  |
Financial Advisor March 2011 Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.  |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.  |
Financial Planning November 1, 2011 Joseph Lisanti |
Made-to-Order Indexes The industry isn't running out of ideas. The evolution of markets and the emergence of new technologies will ensure a continued flow of indexes and ETFs based on them.  |
Financial Planning October 1, 2006 Donald Jay Korn |
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu.  |
The Motley Fool November 27, 2006 Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors.  |
Financial Advisor June 2007 Marla Brill |
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures.  |
The Motley Fool December 16, 2008 Dan Caplinger |
Make the Right Investment Every Time Even after close examination, it can be hard to tell many investments apart. Therefore, how can you ensure that you make the best choice every time?  |
Financial Planning December 1, 2012 Joseph Lisanti |
Index Merger: New Landscape of S&P/Dow Jones to Affect Advisors The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected.  |
Registered Rep. February 19, 2010 Stan Luxenberg |
How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively.  |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.  |
Financial Advisor December 2011 Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors.  |
Financial Advisor February 2006 Matt Hougan |
Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note.  |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients.  |
The Motley Fool January 18, 2011 Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general.  |
BusinessWeek March 12, 2007 Lauren Young |
The Trouble With ETFs As more esoteric funds proliferate, they're failing to live up to their promises.  |
The Motley Fool March 4, 2010 Selena Maranjian |
Are ETFs Cutting Corners? This practice makes sense for funds, but could mean pain for you. It seems that most ETFs don't completely mimic their underlying indexes  |
Financial Advisor December 2006 Matt Hougan |
Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc.  |
Financial Planning March 1, 2006 Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.  |
Financial Advisor February 2008 Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities.  |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.  |
Financial Advisor October 2012 Marla Brill |
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes.  |
Financial Planning November 1, 2010 William Atkinson |
Pick Me Financial planners have their own processes for selecting individual stocks for their clients. And given that mutual funds have been around for decades, planners also have their favorite fund families. However, ETFs are a different animal.  |
The Motley Fool December 4, 2006 Zoe Van Schyndel |
ETFs: From DOG to DOO The ETF market may contain DOG and DOO, but it also holds funds like the PowerShares HighYield Dividend Achievers -- an investment that we can only hope will live up to its ticker symbol (PEY), over and over again.  |
The Motley Fool February 27, 2007 Zoe Van Schyndel |
The Changing Face of ETFs Knowing ETF managers' strengths can help you pick the right funds.  |
Financial Planning May 1, 2006 Elizabeth O'Brien |
S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."  |
Investment Advisor March 2007 Robert F. Keane |
Catching up with... Tim Meyer To get a handle on what's happening in the world of ETFs -- where assets grew 40% in 2006 to $422 billion -- here is an interview with the ETF business manager for Rydex Investments.  |
Financial Advisor May 2004 C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed.  |
The Motley Fool August 20, 2008 Dan Caplinger |
If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?  |
The Motley Fool October 17, 2006 Buz Livingston |
Sergeant Pepper's Index Fund Vanguard 500 Index Fund celebrated its 30th birthday last August. The success of the index fund has spawned exchange traded funds and other passive investment strategies.  |
The Motley Fool February 10, 2004 Selena Maranjian |
New Exchange-Traded Fund for Dividends A new way to get dividend income.  |
The Motley Fool August 29, 2007 Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF.  |
Financial Planning May 1, 2012 Joseph Lisanti |
Fight Night: ETFs vs. Open-End Funds Traditional mutual funds and ETFs may seem like competitors in a fight to the death. But the truth is, the two products coexist in most portfolios.  |
Financial Advisor July 2011 Marla Brill |
Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players.  |
Financial Advisor March 2012 Tom Lydon |
Slow Build Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products.  |
Financial Planning January 1, 2006 Donald Jay Korn |
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta.  |
Real Estate Portfolio May/Jun 2006 Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose.  |
The Motley Fool April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF).  |
The Motley Fool September 15, 2010 Dan Caplinger |
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs.  |
The Motley Fool August 18, 2009 Dan Caplinger |
The Easy Way to Find Big Dividends Choosing a solid dividend ETF can help you diversify your portfolio while giving you the benefits that dividend-payers offer.  |
The Motley Fool June 29, 2010 Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways.  |
Registered Rep. June 25, 2010 Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund.  |
On Wall Street October 1, 2011 Elizabeth Wine |
The ETF Mousetrap: If You Build It, They Will Come Regardless of how the actively managed ETF experiment turns out, observers say the industry will keep cranking out more and more complicated products.  |
Financial Advisor March 2008 Sydney LeBlanc |
Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night.  |
Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs).  |
The Motley Fool October 4, 2011 Dan Caplinger |
Watch Out for These Costly Investments High costs can make ETFs look bad.  |
The Motley Fool December 8, 2006 Zoe Van Schyndel |
Delving Into Dividend ETFs Dividend ETFs have the same advantages over traditional mutual funds as regular ETFs, including low fees and the ability to buy and sell during the day.  |
Financial Planning September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools.  |