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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 June 2007 Marla Brill |
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures.  |
The Motley Fool November 27, 2006 Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors.  |
The Motley Fool September 27, 2010 Michael Johnston |
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead.  |
Financial Planning March 1, 2006 Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.  |
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.  |
Financial Advisor April 2006 Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks.  |
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 Advisor December 2007 Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.  |
Financial Planning October 1, 2006 Donald Jay Korn |
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu.  |
Investment Advisor November 2006 Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing.  |
The Motley Fool November 17, 2006 Ralph Casale |
Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index.  |
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 February 22, 2011 Dan Caplinger |
3 Strategies That Beat the Market Alternatives to index funds did well since 2000, but will they keep up the pace?  |
Registered Rep. January 26, 2010 Brad Zigler |
The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value.  |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.  |
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.  |
Registered Rep. February 15, 2011 Stan Luxenberg |
Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising.  |
The Motley Fool December 18, 2007 Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF.  |
Registered Rep. July 1, 2006 Stan Luxenberg |
Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.  |
The Motley Fool May 21, 2007 Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings.  |
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 June 9, 2009 Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years.  |
The Motley Fool September 18, 2009 Chris Jones |
This Could Help You Beat the Market These equal-weight index funds and ETFs have an enviable track record.  |
Investment Advisor February 2010 Vaughan Scully |
The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula.  |
The Motley Fool June 7, 2011 Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go.  |
Registered Rep. February 4, 2011 Diana Britton |
ETF Goliaths Better Watch Out for the Davids Every month, the universe of exchange-traded products is expanding and taking market share from the mutual fund industry.  |
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.  |
The Motley Fool March 11, 2010 Selena Maranjian |
How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses.  |
Investment Advisor April 1, 2011 John Sullivan |
The Equal Weight Evangelist Tony Davidow, Rydex|SGI's new ETF strategist, is bringing his equal weight message to the masses  |
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.  |
Financial Advisor June 2010 Marla Brill |
ETF Tune-Up The middle of the year is a good time to re-evaluate ETF portfolios and do fine-tuning.  |
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 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?  |
The Motley Fool October 6, 2009 Chris Jones |
Could These ETFs Be Your Ticket to Better Returns? Can revenue-weighted ETFs consistently beat the market?  |
The Motley Fool July 6, 2010 Selena Maranjian |
A Fund Designed to Grow Instead of tracking the Dow or the S&P 500, the PowerShares FTSE RAFI US 1000 ETF tracks an index weighted by company fundamentals, which has given better performance historically.  |
The Motley Fool May 24, 2011 Dan Caplinger |
This Could Be an ETF Game Changer Longtime index company Russell Investments comes out with new ETFs.  |
Financial Advisor October 2012 Marla Brill |
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes.  |
Entrepreneur March 2007 Scott Bernard Nelson |
Worth a Look A new twist on an old concept shakes up the index fund universe. With some research and observation, it could work for you.  |
The Motley Fool July 31, 2007 Zoe Van Schyndel |
A Japan ETF With a Fundamental Twist The PowerShares FTSE RAFI Japan ETF, is different from the rest of the ETF options focused on the land of the rising sun.  |
The Motley Fool June 24, 2011 Dan Caplinger |
How to Pick the Best ETFs With so many choices, you can't afford to just grab the first one you see. Here's how to pick smarter.  |
Financial Advisor November 2010 James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.  |
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.  |
Investment Advisor March 1, 2011 Vaughan Scully |
Quantitative Methodology ETFs Search for Better Performance A new breed of ETF has emerged, based on indices that are designed not to reflect the investable universe of a particular market niche, but to pick the best stocks within a specific sector or style.  |
The Motley Fool April 28, 2009 Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.  |
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 September 15, 2010 Dan Caplinger |
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs.  |
Registered Rep. April 1, 2007 |
Among Giants Since last June, WisdomTree has launched 36 ETFs and amassed more than $2.8 billion in assets. Of course, it helps to have the legendary Michael Steinhardt as the principal financial backer, and Wharton Professor Jeremy Siegel brings intellectual credibility to the research.  |
Registered Rep. June 7, 2011 Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points  |
The Motley Fool October 19, 2009 Selena Maranjian |
Is Your Index Fund Behaving Stupidly? You don't have to settle for investment allocations in your funds that you don't like.  |