Tag Archives: etf

Wiser Wealth’s 2013 Outlook – Interview by SeekingAlpha.com

Casey Smith is President of Wiser Wealth Management, a Marietta, Georgia-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services. Wiser’s unique investing techniques have earned Casey speaking engagements at top ETF conferences around the world. When not running Wiser Wealth, Casey doubles as a pilot for an Atlanta-based commercial airline. Continue reading

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Why use Exchange Traded Funds (ETFs)?

The University of Maryland has a study that shows only .06% of active fund managers from 1975 – 2007 beat their corresponding index. Continue reading

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Can An ETF Collapse? The Study that was proven false.

Can an ETF Fail? A study by two PHD’s makes one believe that ETFs are unsafe investments. Continue reading

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Active Management Comes To Emerging Market Bond ETFs

WisdomTree has introduced an addition to the ETF landscape with an active ETF in the emerging market bond category.

Emerging market bonds are a unique asset class with extraordinary characteristics which many ETF investors have made part of their portfolios for many reasons. Emerging market bonds have high absolute returns with low correlation to other markets and are high yielding vehicles. Continue reading

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Closet Indexer

There is an old joke that financial news journalists write about the hot stock or mutual fund by day and privately invest in long term healthy index funds by night. Could this be true of active fund managers as well? Continue reading

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Indexing Thought Brought to you by Today’s Mail

A look at look at 401k Maximizer, a active trading platform for airline employees and how this pie in the sky approach may leave some grounded in the long term. Continue reading

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The Debt Problem in Bond ETFs

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.…

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Why Commodities are Different

This ariticle was also posted at ETFMarketPro.com

Commodity ETFs are different than traditional, plain vanilla ETFs and investors need to be made aware of the risks.

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Commodity ETFs Having Problems

Recently, some commodity ETFs have been forced to stop the creation process of ETF creation units, meaning that the funds and trusts are being forced to act like closed in funds. …

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Another Advocate for Indexing

Yesterday, I met with a Captain from Atlantic Southeast Airline (Delta Connection). As soon as he walked in the door, he handed me an article from USA Today about a new book by Justin Fox. Justin Fox was unknown to me but the title of his book, “The Myth of …
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Trading ETFs

Trading ETFs

When investing in mutual funds, the investor is handing his money over to a mutual fund manager, giving him or her full discretion in trading the asset as he or she sees fit.  …

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Gold Revisited

In recent years, gold has seen spectacular price increases. Looking at some history may reveal where gold is heading in the future and why.

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Forbes Best & Worst ETFs List

Something I’ve been big on lately is ETF tracking error.  An ETF’s ability to track an index can be a bigger cost (implicit cost) to an ETF, and investors should be very concerned with this. …

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Barclays Selling iShares

Barclays Global Capital announced Monday that recent rumors were true and they plan to sell iShares.…

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Winning in a Losing Market

In a recent press release, Lou Harvey, President of DALBAR, said,

For 15 years, QAIB has shown that investor returns lag what performance reports and prospectuses would lead one to believe is acheivable.  While those returns are, in fact, theoretically acheivable, the reality is that investors are not rational, and

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Isaac Newton: The Investor

“Long ago, Sir Isaac Newton gave us three laws of motion, which were the work of genius.…

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ETFs Vs. ETNs; You Better be Careful

I recently returned from Singapore, where I participated in the Asia Indexing Conference. My Day 1 role was presenting to my Asian peers the difference between an Exchange Traded Fund (ETF) and an Exchange Traded Note (ETN).…

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Insights From the Inside ETF Conference

Last Weekend I was able to attend the Inside ETF Conference in Boca Raton Florida put on by Index Publications, LLC.  While we were there, Wiser Wealth Management’s president, Casey Smith was a moderator on a panel covering advisors using ETFs.…

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EAFE’s 2008 Currency Risk

2008 was a year of realized risk among many asset classes. It followed a period of lower volatility in many asset classes like foreign markets.

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Commodities ETF: The Tax Difference

Commodity ETFs and ETNs have come a long way in recent years allowing investors to gain exposure to many commodity indexes ranging from very broad to very narrow.

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Risk Based ETFs

So what do we do when we come to the conclusion that we can not effectively time the stock market and that constantly buying and selling stocks, bonds, ETFs, and mutual funds is not an effective strategy? …

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SPY or IVV; The S&P 500 Index Decision

After making a decision to invest in the ever popular S&P 500 index, investors have two options within the ETF universe for a pure S&P 500 play. The choices are IShares’ IVV and State Street’s SPDR SPY.  According to MorningStar on 11/30/2008, SPY had over 70 Billion in assets compared
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A Sense of Optimism in the Air

Jack Bogle, Founder of Vanguard and creator of the first S&P 500 index fund has lived through 10 bear markets.  He talked to the Associated Press about his thoughts.…

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Uncovering The Uncorrelated Asset Class

2008 will be the first full year there has been ETFs tracking emerging market bond indexes.  This is a very unique asset class.…

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Stock Market Recoveries

One of my favorite pieces of stock market advice is by William Berstein,

Investing has and always been, and will remain, an operation in which wealth is transferred from those without a working knowledge of financial history to those who have one.

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The Stock Market Fear Number

Since 1990, the CBOE has issued the volatility index, VIX.  VIX is commonly called the ‘Fear Index’ because it tracks the amount of defensive options being bought at the CBOE. …

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Is This Panic Sensible?

The title to this post should not make sense, ‘sensible panic’.  That does not mean that panic can not be a self fullfilling panic, in which prices do not reflect true value and take years to recover (a secular bear market).  Jason Zweig offers some good advice in his recent …

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Market Panic Sell Off

Today’s panic sell off was based purely on emotions, not financial evaluations.

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What Happens to an ETF tracking a Lehman Brothers Index

As you may know an ETF (Exchange Traded Fund) must track a registered index (you can read my post on ETFs and ETNs for more information).  Many exchange traded funds follow a Lehman Brothers Index.…

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Capital-Gains Tax and The Election

Fact: Capital Gains lead to retirement and capital-gains taxes threaten your retirement income.

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What is Risk? Part 1

Risk of an investor’s portfolio can have several meanings.  However, in highly diversified portfolios the only meaningful risk is the risk that an investor will have less money in their portfolios at the end of their planned time horizon.…

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ETFs v. ETNs: Part II, The ETN

ETNs (exchange traded notes) are only a couple years old but the idea has been around since the early 90s.  They are “Structured Notes,” a debt vehicle, usually with time to maturity of over ten years, where the issuer promises to pay the return of a set investment determined by …

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