Welcome to the ETF Prime Podcast
One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg Businessweek
Latest Episode
Rethinking Sector ETFs & Baron Capital’s ETF Debut
Michael Cohick, Director of Product Management at VanEck, breaks down the firm’s lineup of TruSector ETFs and how they aim to address tracking error caused by regulatory diversification limits – constraints that can force traditional sector funds to underweight the largest companies in their benchmarks. Matt Camuso, Head of ETF Solutions at Baron Capital, discusses the firm’s recent entry into the ETF space and outlines its distinctive approach to actively managed growth equity investing, including the Baron First Principles ETF (RONB).
About the Podcast
ETF Prime is hosted by Nate Geraci. Learn how to make ETFs a part of your investment portfolio as Nate spotlights individual ETFs and interviews experts from across the country. ETF Prime is available on Apple Podcasts, Android, Spotify, and most other major podcasting platforms. Specific guest interviews can be accessed by visiting the ETF Expert Corner.
Recent Episodes
PIMCO Introduces Flagship Mutual Fund in an ETF Format
Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing.
On this past week’s radio show, we discussed the importance of PIMCO’s recent introduction of its popular Total Return Fund in an ETF format (ticker symbol TRXT). The Total Return Fund is PIMCO’s flagship mutual fund and is managed by Bill Gross, proclaimed bond king and Morningstar’s mutual fund manager of the decade. We explained how the introduction of PIMCO’s most popular mutual fund in an ETF format is a significant acknowledgement by PIMCO that investors are moving to, if not altogether preferring, ETFs. Traditional mutual fund companies like PIMCO have seen assets flow out of their mutual fund products and into ETFs and they’re realizing that they have to react quickly or risk getting left behind. Some mutual fund companies were proactive and made strong entries into the ETF space years ago (think Vanguard). Others, like PIMCO and Fidelity, sat back and essentially prayed that ETFs wouldn’t continue their explosive growth. Now, companies like PIMCO and Fidelity are scrambling to get into the ETF space before the train leaves the station. A few years ago, PIMCO did introduce MINT, a short-term cash management ETF, but TRXT is an entirely different commitment by PIMCO given the popularity of their Total Return mutual fund. It should be noted that Fidelity is in the process of introducing a fairly robust lineup of more traditional, index based ETFs.
At The ETF Store, we’ve been talking about why we think ETFs are superior to mutual funds for quite some time. It’s good to see that a mutual fund company like PIMCO and a manager like Bill Gross are finally agreeing with us. Learn more about PIMCO’s new ETF by listening to our full show here.
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PIMCO Introduces Flagship Mutual Fund in an ETF Format
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Don’t Leave Your Old 401k Account Behind
Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing.
On our most recent radio show, we explained why you might want to think twice about leaving a 401k account sitting with an old employer. Often times, when individuals leave a job, they either keep their 401k account with their old employer or simply rollover their 401k to their new employer. Both of these options can be costly mistakes over the long-run. Between paying astronomically high costs, both for the 401k plan itself and the investments within the plan, and the limited investment options available in many plans (including a severe lack of alternative asset classes like gold, commodities, and real estate), leaving your hard earned money in an underwhelming 401k plan could be jeopardizing your investment returns. Certainly, if your employer is providing a match to be invested in their 401k plan, then it usually makes sense to take advantage of this benefit. However, if you have the option to take control of your 401k assets because you’ve left a job or your current employer allows you to rollover the account, you should seriously consider your alternatives.
At The ETF Store, we offer a streamlined 401k rollover process that makes rolling over an old 401k a stress free experience. The ETF Store can potentially significantly reduce your investment costs, open up an entire new world of investment options, and offer professional investment advice that you’re not receiving in your old 401k plan. Learn more about rolling over your 401k to The ETF Store by listening to our full show here.
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Don’t Leave Your Old 401k Account Behind
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Can Your Investment Advisor Answer These Questions?
Listen to The ETF Store Show every Saturday at 4pm on KCMO Talk Radio 710AM as we cover everything you need to know about Exchange Traded Funds and the world of investing.
On our most recent radio show, we armed our listeners with the key questions that they absolutely must ask their investment advisor. Now, we should warn you up front, that there are a lot of investment advisors out there that would prefer you not ask these questions. Some advisors would rather keep you in the dark on things like how they get paid, how they select the investments for your portfolio, and why they’re using actively managed mutual funds. However, at The ETF Store, we’re here to shed some light on these critical areas. We believe in things like transparency, client education, and aligning with our clients’ financial interests. We actually encourage our clients to ask these questions to our advisors and even better, we make every effort to answer these questions up front before our clients even need to ask.
If you haven’t asked your investment advisor these questions in the past, well – shame on you. However, the good news is that it’s not too late. Your advisor owes you answers to these critical questions and if they can’t answer them satisfactorily, then it’s time to find a new advisor. Listen to the full show here.
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