ETF Prime Archive

Why Your Mutual Fund Advisor Needs a Magic Crystal Ball

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.

On our most recent radio broadcast, we discussed the underperformance of actively managed mutual funds and how fund fees play a major role in why mutual funds tend to come up short.  A recent article from InvestorPlace provided yet another in a long line of analyses showing how passively managed ETFs tend to outperform actively managed mutual funds over time.  The article adeptly pointed out that several iShares ETFs had outperformed mutual funds in six out of seven equity categories over the past ten years and three out of three fixed income categories over the past five years.  We explained why we think ETFs are the best way to go for investors and why advisors pushing mutual funds should invest in magic crystal balls.

Plus, we answered your questions on investing and ETFs including the ProShares UltraShort Euro ETF (EUO) and several dividend paying ETFs such as the SPDR S&P Dividend ETF (SDY) and Vanguard Dividend Appreciation ETF (VIG).  Listen to the full show here and also catch our weekly market update and ETF Spotlight (ticker DEM).

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Can You Answer These Key Financial Questions?

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.

On our most recent radio broadcast, we discussed some of the findings from a recent special report released by Financial Finesse, a leading provider of financial education programs to corporations.  The report highlighted responses by individuals to a variety of questions surrounding personal “financial wellness”.  Three key questions in the report included:

• How confident are you that your investments are properly allocated between cash, stocks, and bonds?
• Have you ever done a fee analysis on your investment portfolio?
• Do you know if you’re on track to replace 80% of your income (or whatever your goal is) in retirement?

Remarkably, significantly more individuals responded negatively to these critical financial questions than positively.  Listen to our full show here as we explain several ways that you can tackle each of these questions to help ensure your investments are on the right track.  Plus, we discuss the upcoming Fed meeting in our weekly market update and delve into one of the most popular ETFs (ticker QQQ) in our weekly ETF Spotlight.

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