2nd Quarter Market Landscape
Posted on 27. Jul, 2010 by wiserwealth
First-quarter gains have taken a huge hit against large declines in the second quarter. According to Morningstar’s ‘super sectors’ reports, Information is down 10.46%, Service 12.23%, and Manufacturing 10.92%. Some market data would suggest that an underlying cause of these losses is uncertainty in the market. (more…)
Lower Duration For Better Inflation Protection
Posted on 08. Jul, 2010 by Kyle Waller
TIP Securities have been around only since 1997, placing them a time period with only relatively tame levels of inflation. That being said, the need for inflation protection is very relevant, and investors now have access to five TIPS ETFs. They give investors a choice among broad based, intermediate, short-term, and long-term durations. (more…)
American Debt
Posted on 07. Jul, 2010 by wiserwealth
Debt, while once viewed as a negative for the average American, now seems to simply be a part of life. Using credit and having debt outstanding is normal now not only for the most people, but for the government as a whole. (more…)
Financial Reform Freedom?
Posted on 06. Jul, 2010 by Kyle Waller
The Senate sweats this week over the self imposed July 4th deadline for President Obama to sign the Financial Reform Overhaul Bill. The bill is reported to be over 2,000 pages, and reaches into every corner of the financial industry from credit card transactions to advisors. (more…)
International Corporate Bond ETFs Have Arrived
Posted on 06. Jun, 2010 by Kyle Waller
PowerShares listed the second-ever international corporate bond ETF for trading this week, behind State Street Global Advisor’s international corporate bond product, falling right in step with the unfolding of the debt crisis in Europe. (more…)
Efficient Market Theory and ETFs
Posted on 03. Jun, 2010 by wiserwealth
One of the most popular ideas in the investing world, the Efficient Market Theory, argues, very simply, that a stock’s price equals its value. This would mean that a stock’s price reflects all publicly known data, including future expectations of the stock’s performance. (more…)
ETF Fixed Income Assets Climb in April
Posted on 13. May, 2010 by Kyle Waller
ETF cashflows have climbed despite worries about rising rates in fixed income ETFs. Investors also seem to be pouring money into global ETFs even though overseas markets continue to abound. (more…)
Letter to Clients – Crisis in Europe
Posted on 10. May, 2010 by Casey Smith
Dear Wiser Investor,
I am sure that the recent fallout in the market has many of you wondering what Greece has to do with US investors and how we can see a such a large decline in the stock market, even with job creation in the US. We will address that below. (more…)
The Unemployment Report – 5/7/10
Posted on 07. May, 2010 by Kyle Waller
Today at 8:30am the US employment report came out with some interesting results. Unemployment was up to 9.9%. However, there is some optimism contained within the increase. The consensus range was 9.6% to 9.8% with the prior numbers at 9.7%. (more…)
Goldman Sachs – Not the Real Problem
Posted on 28. Apr, 2010 by Casey Smith
The current accusations and the resulting investigation into Goldman Sachs are very disturbing. (more…)