Blog Archives

Avoiding the Mutual Fund Tax Trap

Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a mutual fund –

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Posted in Asset Allocation, ETF, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, SPDR, stocks, tax efficiency, Taxes, Yahoo Feed
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A Guidepost for Investing in “Smart Beta” ETFs

Over the past several years traditional market cap weighted indexes have been derided. Why? Because upstarts, known as “smart beta” have taken the ETF marketplace by storm and are trying to dislodge traditional indexing .

And one of the oft-repeated arguments against traditional indexing that you’re guaranteed to read about or see is something like,

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Posted in Asset Allocation, Fox Feed, Investor Behavior & Psychology, Partner Feeds, Portfolio Management, SPDR, stocks, U.S. Stock Market, Yahoo Feed
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(Podcast) The Gold Monster Awakens

How difficult of a trading environment has 2016 been?

It’s been so bad that BlackRock’s $1.9 billion global credit hedge fund is off to its worst yearly start in almost two decades. According to reports, the fund was hurt by crashing junk bonds (NYSEARCA:HYG) and spiraling crude oil (NYSEARCA:USO) prices.

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Posted in Asset Allocation, Financial Planning, Fox Feed, Gold, Investor Behavior & Psychology, Leveraged Long/Short ETFs, NASDAQ Feed, Partner Feeds, Portfolio Management, SPDR, stocks, U.S. Stock Market, Yahoo Feed
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S&P 500 Investors Get New Choice for Direct REIT Exposure

Real estate investment trusts (REITs) have long been buried inside the S&P 500 (NYSEARCA:SPY) but have now received a giant promotion.

S&P Dow Jones Indices and MSCI — the index providers who jointly maintain the GICS system for organizing industry sectors — decided to create a stand-alone real estate sector.

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Posted in Fox Feed, Industry Sectors, NASDAQ Feed, Partner Feeds, SPDR, stocks, U.S. Real Estate, U.S. Stock Market, U.S. Treasuries, Yahoo Feed
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A Financial Roadmap for Millennials

Being a millennial means you’re young. And while it’s great to have youth, it’s vanity unless you put it to good use.

It’s been said that a good plan today is better than a perfect plan tomorrow. This is particularly true when it comes to saving and investing.

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Posted in Financial Planning, Fox Feed, Millennials, NASDAQ Feed, Partner Feeds, Portfolio Management, SPDR, Yahoo Feed
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