Back to School: ETFs 101

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.

Click here to listen to The ETF Store Show now.

With Exchange Traded Funds on pace for another year of record inflows and traditional mutual fund giants aggressively entering the ETF space, it’s an exciting time for ETF investors.  There are now over 1,500 ETFs available and at The ETF Store, we’re hearing from individuals all across the country who want to learn more about ETFs.  On our most recent radio broadcast, we explained what’s driving this investor interest in ETFs and offered a crash course on why we believe  ETFs are a better way to invest – particularly when compared to investing in individual stocks/bonds or actively managed mutual funds.

In our weekly market update, we talked rising interest rates and how they can impact your bond portfolio.  As interest rates rise, bond prices decline – and depending on the types of bonds in your portfolio, these declines can be significant.  The Wall Street Journal recently published an excellent chart outlining the impact of the most recent spike in interest rates and the return figures may surprise you:

Rising Interest Rates - Bonds

We discussed what you can do to help protect your fixed income portfolio from rising interest rates and explained why the longer your time horizon, the less concerned you should be.

In our ETF Spotlight segment, we highlighted an ETF that costs 0.07%, invests in five hundred of the largest U.S. companies, and closely tracks an index that many actively managed mutual funds simply can’t beat (and certainly not with any consistency).  The iShares Core S&P 500 ETF (ticker IVV) may seem like a boring, plain vanilla ETF, but we think owning five hundred of the largest US companies for 7 basis points and having all the flexibility that ETFs offer is pretty exciting.  Learn more about IVV by visiting www.etfbuzz.com.

Picture of Nate Geraci
Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

Related Posts

Skip to content