Tag Archives: active management

Innovation in ETFs

Doug recently attended an ETF conference and came back with even more appreciation …

Posted in ETF Articles & Reports, Podcast Summary | Tagged , , , , , , , , | Leave a comment

New Special Report: Estate Planning

If you own a home, or if you have a net worth of …

Posted in Asset Management, News, Retirement Planning | Tagged , , , , , , , , | Leave a comment

Common Mistakes ETF Investors Make

We see these common mistakes all the time as investment advisors, and we …

Posted in News, Podcast Summary | Tagged , , , , , , , , | Leave a comment

Video: Chris Versace on the GDP and Second Quarter

After the Commerce Department said the U.S. economy contracted at a 1% pace …

Posted in Asset Management, News, Retirement Planning, Video Update | Tagged , , , , , | Leave a comment

Trading Tips for Exchange Traded Funds

Doug’s tips for ETF investing: Avoid the first hour of trading, particularly in …

Posted in ETF Articles & Reports, News, Podcast Summary | Tagged , , , , , | 1 Comment

Video Update: Interest Rates Remain Low

Good news: interest rates remain low, and we believe this will be the …

Posted in News, Video Update | Tagged , , , , | Leave a comment

Five ETFs for Growth

We like to pick growth Exchange Traded Funds that are tied to some …

Posted in ETF Articles & Reports, News, Podcast Summary | Tagged , , , , , , , , , | Leave a comment

Healthy Wealth Strategies: Legacy

Strategies are very important to us and we think that every investor should …

Posted in News, Podcast Summary, Retirement Planning | Tagged , , , , , , , | Leave a comment

ETFs vs. Mutual Funds

ETF Quick Facts: ETFs globally hold about 1.7 Trillion dollars in assets. Over …

Posted in ETF Articles & Reports, Mutual Funds, Podcast Summary | Tagged , , , , | Leave a comment

Video Update: Lost Opportunity is Better than Lost Capital

The stock market is impressive right now, and we understand that investors are …

Posted in News, Video Update | Tagged , , , , , , , , | Leave a comment