Tag Archives: index investing

BehaviorGap.com

Posted on November 18, 2008 by Kyle Waller

I really want to plug Carl and his website BehaviorGap.com for the message they have to investors. Please visit the site and learn more about what the ‘Behavior Gap’ is. Here it is in a nut-shell (if you’re a client of ours you will note that it is very similar to …

Posted in Economic Commentary, Wiser Blog | Tagged Advice, behavior and investments, Behavior Gap, Buy and Hold, index investing, investing, Investing Advice, Wealth Management, what determines investment returns | 1 Comment

The Most Defensive Small Cap ETF

Posted on October 24, 2008 by Kyle Waller

The small cap asset class has performed well over the last decade and has done relatively well during this current bear market. …

Posted in ETFs & Indexing, Wiser Blog | Tagged Asset Allocation, ETFs, IJR, index investing, IWM, performance of smal lcap asset class, Retirement Investing, S&P 600, Small Cap, small cap asset class, VB | 1 Comment

ETFs v. ETNs: Part II, The ETN

Posted on August 25, 2008 by Kyle Waller

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 …