Faith Based ETFs: Investing with Conviction
Posted on 15. Feb, 2010 by Casey Smith
In today’s investing world, many individuals simply choose the assets class (ex. Large cap) they wish to invest in and turn over the company picking to a mutual fund manager or an underlying index through an index fund or Exchange Traded Fund (ETF). (more…)
The Cruel World of Financial Advice
Posted on 28. Jan, 2010 by Casey Smith
Brokers, commonly called financial advisors, do not give advice! They are not in the business of giving advice-they are in the business of representing products and completing transactions. It’s a mixed up world when your financial advisor is your salesman. (more…)
Should you put ETFs in your 401k?
Posted on 20. Jan, 2010 by Casey Smith
ETFs are empowering individual and professional investors with the power of transparency, diversification, low fees, and, compared to many of active fund managers, better performance. (more…)
My Boca Experience – Inside ETF Conference 2010
Posted on 20. Jan, 2010 by Casey Smith
I was recently privileged to be on a panel at the Inside ETF Conference in Boca Raton, FL last week. The event was a great success with over 800 attendees, and was broadcasted live by CNBC. (more…)
Indexing Inspiration + Gold
Posted on 17. Dec, 2009 by Casey Smith
Every now and then you read something and you imediately think, “thats what I have been trying to say”. Our friends at Indexuniverse.com have great commentary about indexing and ETFs, but today Kent Grealish in his post “The Making of an Indexer” hit a home run. (more…)
Fiduciary and the “B”
Posted on 17. Dec, 2009 by Casey Smith
Mutual funds are now closing ‘B’ shares left and right, leaving one to ponder if this is because of demand for fiduciary responsibility in the financial marketplace. (more…)
Closet Indexer
Posted on 08. Dec, 2009 by Casey Smith
This entry was written for www.etfmarketpro.com
For many, the benefits of creating a long term diversified index portfolio are well known. (more…)
House Makes Death Tax Permanent Today
Posted on 03. Dec, 2009 by Casey Smith
Despite Republican efforts to do away with the Death Tax, the House voted to pass H.R. 4154 with a final vote of 225 to 200. H.R. 4151 will extend the 2009 3.5 million personal exemption (7.0 million per couple) and the 45% tax rate above those levels through 2010. (more…)
Indexing Thought Brought to you by Todays Mail
Posted on 30. Nov, 2009 by Casey Smith
My wife is taking a sabbatical from the duties of a stay at home Mom. She decided to go back to work as a teacher at the request of her former employer during the month of December. I guess she understandably needed a job with less stress than watching our four and two year old. This has left me with the responsibility of the Wiser office, my flying duties at Atlantic Southeast Airlines, car pool at our kids preschool and of course, getting the mail. (more…)
The Debt Problem in Bond ETFs
Posted on 17. Nov, 2009 by Casey Smith
This article was written for www.etfmarketpro.com
International bond ETFs are an asset we can no longer ignore, but as some industry experts have brought up in the past, bond ETF construction has many inherent flaws. (more…)