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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 Planning March 1, 2006 Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.  |
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.  |
The Motley Fool September 27, 2010 Michael Johnston |
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead.  |
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 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.  |
Financial Planning October 1, 2006 Donald Jay Korn |
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu.  |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.  |
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 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 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.  |
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  |
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 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.  |
The Motley Fool January 27, 2010 Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect.  |
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 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."  |
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 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 Advisor June 2007 Marla Brill |
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures.  |
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.  |
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?  |
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.  |
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.  |
The Motley Fool April 6, 2011 MIchael Johnston |
AAPL Weighting in QQQ to Be Slashed What does the change mean for the ETF?  |
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.  |
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.  |
Financial Advisor October 2012 Marla Brill |
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes.  |
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.  |
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 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.  |
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.  |
The Motley Fool July 28, 2010 Jared Cummans |
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places.  |
Financial Planning June 1, 2008 Jerry Moskowitz |
Active ETFs Are the new active ETFs a necessary invention, or an example of a highly specialized market talking among itself? And most importantly, will they sell?  |
Investment Advisor November 19, 2010 Vaughan Scully |
Despite Growth, More ETFs "Jump the Track" Most ETFs track an index instead of employing a professional manager, and inevitably there is a lag between the performance of the index and the fund's net asset value.  |
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.  |
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 March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500.  |
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.  |
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.  |
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 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 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 Advisor May 2010 Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs.  |
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 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.  |
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.  |
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 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.  |
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.  |