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How Much Is Your Portfolio Costing You? A Guide to Expenses
Justin Kuepper |
Learn how expense ratios work and how to determine exactly how much your portfolio is costing you every year.
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Latest Articles
Maximize Gains, Minimize Taxes: The Case for Tax-Loss Harvesting in Model Portfolios
Aaron Levitt |
Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term returns, especially when combined with the flexibility of ETFs to maintain strategic allocations.
Custom or Consistent? Navigating the Dynamic Debate in Model Portfolio Strategy
Aaron Levitt |
The rise of ETFs has made building diversified model portfolios easier, but advisors and investors now face a key decision: whether to stick with static allocations or adopt a dynamic, customizable approach to respond to changing market conditions
Dividend Stocks: The Powerhouse of Model Portfolios
Aaron Levitt |
Dividend stocks offer a powerful combination of income, lower volatility, and diversification, making them an essential component for enhancing the stability and returns of model portfolios.
Real Estate in Model Portfolios: Boosting Income, Inflation Protection, and Stability
Aaron Levitt |
Explore how integrating real estate into model portfolios can enhance diversification, provide steady income, and offer inflation protection through various investment vehicles like REITs and ETFs
Enhancing Portfolio Stability: How Options Overlays Can Help Model Portfolios
Aaron Levitt |
Incorporating options overlay strategies into model portfolios can provide enhanced diversification, reduce volatility, and generate non-correlated returns, offering a valuable tool for long-term investment success.
Currency Hedging and Strategic Moves: Enhancing Model Portfolios
Aaron Levitt |
Currency fluctuations play a crucial role in model portfolios, and investors can either hedge against these risks or capitalize on them for potential gains, making currency management essential for international diversification and long-term success.
Mastering ETF Liquidity: The Key to Building Efficient Model Portfolios
Aaron Levitt |
ETFs offer dual layers of liquidity through primary and secondary markets, making them essential for building cost-effective model portfolios, but understanding and managing liquidity is key to optimizing returns.
Revisiting Inflation: How a New 60/30/10 Portfolio Could Be the Key to Long-Term Success
Aaron Levitt |
Inflation is making a strong comeback after a decade of low rates, prompting investors to adjust their portfolios by incorporating inflation-protected assets into their asset allocation strategies.
Beyond Mega-Caps: The Case for Small-Cap Stocks in a Balanced Portfolio
Aaron Levitt |
Despite the allure of mega-caps, small-caps offer significant long-term growth, diversification and income potential, making them a valuable component of a well-rounded investment portfolio.
Effective Model Portfolio Construction: A Guide for Retail Investors and Advisors
Aaron Levitt |
Four simple rules—focusing on core assets, thinking broadly, customizing for risk tolerance, and minimizing costs—can help advisors and investors build successful model portfolios
Exploring Managed Futures: A New Frontier for Diversification
Aaron Levitt |
Managed futures offer investors a powerful tool for achieving steady returns and true diversification by leveraging derivatives and providing low correlation to traditional asset classes.
Maximizing Returns: Harnessing the Power of Dividend Futures
Aaron Levitt |
Dividend stocks have been a hard sell for many investors. But the dividends themselves have been steady as she goes. Dividend futures could be used to tap into these payouts.
Sticking to Your Asset Allocation Plan: Key to Long-Term Success
Aaron Levitt |
Asset allocation is one of the most important decisions in investing and building a portfolio. Keeping that asset allocation steady can be equally if not more important.
The Role of Cash in Your Portfolio: Benefits and Pitfalls
Aaron Levitt |
Thanks to high interest rates, cash has become an asset class contender once again. Using cash as a portfolio tool takes a keen understanding of how you plan to use that cash and when.
Building a Resilient Portfolio: Why Infrastructure is Essential
Aaron Levitt |
Infrastructure investing offers plenty of benefits to a portfolio- from lowering volatility and inflation fighting to strong cash-based returns.
Combatting Persistent Inflation: The Power of Real Assets
Aaron Levitt |
Inflation has been riding high and steady for many quarters now. To fight that inflation, investors should get ‘real.’ Real assets offer a host of benefits to fight inflation and have proven themselves over the long haul.
These ETFs Can Protect Your Portfolio in Current Markets
Justin Kuepper |
Inflation is stubbornly high, Treasury yields are on the rise, equity valuations remain high, and GDP growth fell in Q1 2024 — where should you invest?
Beyond ETFs and Mutual Funds: Exploring Alternative Portfolio Vehicles
Aaron Levitt |
ETFs and mutual funds are typically how investors construct their portfolios, but they are not the only games in town. SMAs, CEFs, interval funds and UITs all offer different ways and benefits to build a portfolio.
The Classic Diversifier: Unlocking the Power of Gold in Your Portfolio
Aaron Levitt |
Digital assets and other hedge fund strategies have quickly become the top draw for investors looking to diversify their portfolios. However, they shouldn’t be so quick to count out gold.
An ETF Nerd’s Exchange Conference Preview
Todd Rosenbluth |
From February 11-14, I expect close to 2,000 people will be part of Exchange. This advisor-focused event will cover much more than ETFs
Bitcoin ETFs’ Breakthrough: SEC's Nod Signals a New Era for Cryptocurrency Investment
Aaron Levitt |
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
10 Steps To Build An Income Strategy & Find The Best Dividend Stocks
This 10-step guide is designed to help investors develop an effective income investing strategy and find the best dividend stocks for that strategy
From Bust to Boom: Navigating the REIT Market Resurgence in 2024 with ETFs
Aaron Levitt |
After two years of poor returns, REITs could be ready to win. And that makes REIT ETFs a top portfolio play
Insights First-Hand from Experts: Exchange 2024 Keynote Lineup
For financial advisors who are interested in hearing the latest and greatest thinking from top market strategists and investment experts, Exchange is the place to be.
Goldman Sachs and J.P. Morgan Enter the Race: A Game-Changer for Bitcoin ETF Approval
Aaron Levitt |
Spot bitcoin ETFs remain in limbo. However, they may just be moving forward. Thanks to new moves by J.P. Morgan and Goldman Sachs to become authorized participants.
3 Big Reasons You Should Be Attending Conferences
Every advisor hits roadblocks as they grow their practice. It can be tempting to try and grind through these roadblocks, but conferences offer unique opportunities to get around them.
Redefining Retirement: Can Child Investment Accounts Solve America's Financial Woes?
Aaron Levitt |
Many Americans are facing a retirement crisis. But hope could be on the way. New proposals from two hedge fund greats use the magic of compounding to turn small sums into large balances by retirement age.
Gundlach's Crystal Ball: Five Bold Predictions for 2024 Markets
Aaron Levitt |
Jeffery Gundlach has quickly cemented himself as a top guru in the fixed income world. That’s why his latest five predictions are worth following.
BlackRock's Game-Changing Move: Will Spot Bitcoin ETFs Finally Get Approved?
Aaron Levitt |
Spot bitcoin ETFs have remained in limbo for the better part of a year. But BlackRock’s filing.
Investing for Sticky Inflation: The Case for Natural Resource Equities
Aaron Levitt |
Inflation has returned to a more normalized path. Luckily, natural resource equities have the muscle to protect purchasing power and grow a portfolio over the long haul.
ChatGPT in Finance: Can A.I. Replace Human Financial Advisors?
Aaron Levitt |
Financial advisors may not need to fear A.I. and ChatGPT just yet. In fact, they may want to embrace it
Navigating Rough Seas: How Low-Beta Stocks Can Smooth Out Investors’ Rides
Aaron Levitt |
Investors facing market volatility and risks like recession and inflation can benefit from incorporating low-beta stocks into their portfolios, reducing drawdowns and improving long-term returns.
Rethinking 60/40 (Again): Here's What the Joint Stock-Bond Rally Means for Your Portfolio
Sam Bourgi |
The classic 60/40 investment portfolio that guided asset managers for decades broke down in 2022 as stocks and bonds declined in unison.
Revisiting the Classroom: Why Investors Should Focus on Core Portfolios and Diversification
Aaron Levitt |
Revisiting and strengthening core investment portfolios is a paramount issue, with a variety of investors needing to get back to basics.
Dividends vs. Buybacks: Why Goldman Sachs Predicts a Banner Year of Dividend Growth
Aaron Levitt |
According to Goldman Sachs, this year could be the year of dividend growth.
A Tidal Shift in Asset Management: Exploring the Implications of Vanguard's ETF Patent Expiration
The expiration of Vanguard's patent heralds a new era for the asset management industry, with significant implications for both US and European markets
Ignore the Banking Risk With Preferred Stocks
Aaron Levitt |
Bank-preferred stocks now offer tantalizing yields, higher placement in the capital stack and overall less risk than equity.
Expecting Turbulence? 5 Portfolio Management Ideas to Weather the Storm
Sam Bourgi |
Here we list five portfolio management ideas that can help investors cushion volatility
Watch Yourself In Private REITs
Aaron Levitt |
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Does Social Media Deserve a Spot in Your Portfolio?
Sam Bourgi |
Although social media investment opportunities have been hit-and-miss over the years, the technology continues to be a central part of people’s daily lives.
Exchange Primed To Be the Most Important Financial Advisor Conference of 2023
Todd Rosenbluth |
Exchange is only about a month away! With the financial community gearing up to descend in Miami, Florida, February 5-8 for the largest advisor-centric event in the country, advisors have a rare opportunity.
Don't Fight the Fed: 3 Major Central Bank Themes to Watch for in 2023
Sam Bourgi |
After the Fed’s catastrophic misread on inflation in 2021 and 2022, its legitimacy is at stake heading into the new year. The central bank’s ability to engineer a soft landing won’t be easy and conventional policy tools might not be sufficient
The Best New ETFs of 2022
Todd Rosenbluth |
The VettaFi Voices gather around the proverbial water cooler to talk ETFs every week. Catch their insights at Exchange coming February 5th – February 8th.
Finding Opportunities in Recession – Throw Out the Old Playbook
Sam Bourgi |
Let us review the old playbook by which central banks have operated in the past to ride over recessionary phases and see if an alternate playbook can offer a better pathway.
Finding Opportunities in Emerging Markets
Justin Kuepper |
Let's take a look at why you should keep your allocation to emerging markets and why they’re still an essential part of a diversified portfolio.
Should You Consider Small Cap Stocks in the Current Environment?
Justin Kuepper |
Let's examine whether small-cap stocks represent a good opportunity in today's market and where to find opportunities.
Don't Get AGGravated, Expand Your Fixed Income Toolset
Todd Rosenbluth |
The Federal Reserve may begin to shift its hawkish stance in early 2023, which might help iShares Core Aggregate Bond ETF (AGG) bounce back from the worst year
Why Active Large-Cap Equity Funds Could Outperform
Justin Kuepper |
Let's look at why large-cap stocks may be a good option and, in particular, why you might want to consider actively-managed large-cap funds
Hedging Against Inflation With Industrial Metals ETFs
Justin Kuepper |
Let's look at whether industrial metals ETFs are effective inflation hedges and some new options for investors to consider.
What a Flattening Yield Curve Means For Your Portfolio
Daniel Cross |
We'll briefly review what the three types of yield curves are and what they mean before diving into more details about flat curves and trade opportunities.
Portfolio Concentration Risk Is Real
Aaron Levitt |
Thanks to the fact that tech has led for so long, many of the major indices are now very overweight in the sector, which is a huge issue now that tech has begun to lag.
How Interest Rates Affect Dividend Paying Stocks
Daniel Cross |
When it comes to dividend-paying stocks, both inflation and interest rates play a huge role in determining their value to investors.
Market Downturns Are Opportunities for Disciplined Investors
Daniel Cross |
Slumps and pullbacks don't have to halt your investment trading activity though. For the investors who keep a steady pace and avoid panic during sell-offs, downturns can often result in out-sized gains in the end.
The Fed Hikes Again: Will It Be Enough?
Aaron Levitt |
The question is, when will the pace and size of the Fed’s interest rate moves start to moderate in an attempt at a soft landing?
Should You Move Beyond the 60/40 Asset Mix?
Justin Kuepper |
Let's take a closer look at these problems and how alternative investments could augment the 60/40 asset mix.
How to Prepare Your Portfolio for A Potential Stagflation
Justin Kuepper |
Let's take a look at the likelihood of _stagflation_ and how to prepare your portfolio.
Where Are the Best International Opportunities?
Justin Kuepper |
Let's look at some of the best-performing international markets and where investors may want to look ahead.
How to Position Your Portfolio With Volatile Inflation
Justin Kuepper |
Let's take a closer look at these dynamics and how you might adjust your portfolio.
Getting to Know Growth, Value, and GARP Stock Investments
Daniel Cross |
By effectively balancing out your stock selections in your investment portfolio, you can achieve the desired mixture to generate the kind of returns you want to have while keeping volatility and risk as low as possible.
Buy-The-Correction Dividend Opportunities
There are plenty of opportunity to buy proven dividend companies at discount during a market correction
Do NFTs Deserve a Spot in Your Portfolio?
Justin Kuepper |
This article will look at the role NFTs could play in collectibles and finance, and whether they deserve a spot in your portfolio.
5 Alternative Assets To Consider for Your Portfolio
Justin Kuepper |
Let's take a look at some alternative assets that you may want to consider to help diversify your portfolio and boost returns.
How to Invest in Crypto With a Self-Directed IRA
Justin Kuepper |
Self-directed IRAs, or SDIRAs, are traditional or Roth IRAs that let you invest in more than stocks, bonds, mutual funds, or other standard investments.
Know Some of the Secrets to Being a Stock Market Guru
Daniel Cross |
There’s a simple trick you can use to achieve similar market guru expertise that doesn’t require a finance degree and a career on Wall Street.
Should You Go for Dividends Paid in Crypto?
Justin Kuepper |
Let's look at BTCS and whether taking the Bividend is a good idea.
Now Is the Time for Tax-Loss Harvesting
Aaron Levitt |
Thanks to potential tax changes and increases coming down the pike, now could be a great time to use tax-loss harvesting and offset potential bigger taxes throughout the year.
How to Invest in Stocks with Negative Earnings
Daniel Cross |
Negative earnings shouldn’t scare you away from investing in a stock.
How to Determine Portfolio Risk
Daniel Cross |
Using some simple, yet effective, risk assessment tools will help you to more accurately design a portfolio that matches your risk tolerance and your expected return value.
How to Invest in International Markets?
Daniel Cross |
Let’s take a look at the implications of investing in international markets.
Understanding Contrarian Strategy
Daniel Cross |
A contrarian is really just an investor that selects a bullish or bearish position in a stock that goes against the thoughts of the majority of other investors.
Unemployment and Wage Inflation, Equity Market Trends, and a Rising Rate Environment
Dave Haviland |
Unemployment remains a persistent problem in the U.S. as new claims remain elevated and continuing claims prove more stubborn than expected in the face of waning pandemic-era programs.
How to Add Diversity to Your Portfolio with Commodities
Daniel Cross |
Lets see how commodities can be effectively used in portfolios.
A Disappointing Jobs Report, Approaching Wage Growth, and a Look at the Historic Market Recovery
Dave Haviland |
Last week’s jobs report disappointed as we moved into Labor Day Weekend, adding yet more data that indicates global growth may be losing steam.
High Yielding Income Strategies With Low Risk
Daniel Cross |
There are several ways to still generate higher-than-average yields and keep your portfolio risk to a minimum.
Do Precious Metals Fit Into Your Portfolio?
Aaron Levitt |
By adding even a small weighting of precious metals, investors can gain some very good diversification benefits.
With Markets Charging Towards New Highs, Should Investors Wait for a 'Better Deal'?
Dave Haviland |
Ultimately, investors should not be fearful of investing at All-Time-Highs.
Accessible Alternative Investments You Can Use In Your Portfolio
Daniel Cross |
By investing in mutual funds, ETFs, stocks or something else, investors can gain exposure to alternative investments without having to meet stringent qualifications.
A Game of Tug of War—Demand-Driven Economics May Lead to a New Economic Regime
Dave Haviland |
The U.S. economy continues to reopen, as is the case with many other countries around the world.
How New Bills in Congress Could Impact Your Portfolio
Justin Kuepper |
With Secure 2.0 going through the House and Senate, investors should keep an eye on the provisions that could impact their retirement planning.
Give Your Dividend Income Some ‘Options’ With Covered Calls
Aaron Levitt |
In the end, selling covered calls could be what retirees or near retirees need to boost their income profiles.
Expanding Business Activity, Climbing Output Costs, and Growing Nerves About Tail Risk
Dave Haviland |
The Chicago PMI raced past projections and surged to a fresh record in May.
The Case Against Market Cap Weighted Funds
Justin Kuepper |
Despite the outperformance, research also shows that non-market capitalization-based weighting mechanisms tend to outperform standard indexes.
Five Alternatives to Dividend Stocks for Yield
Justin Kuepper |
Let’s take a look at why dividend stocks might fall out of favor and five alternatives that you may want to consider to diversify your portfolio income.
A Look at Commodities for Inflation Protection
Aaron Levitt |
With the boom in ETFs and similar vehicles, adding a dose of commodities to a portfolio has never been easier.
Be Proactive With Tax-Gains Harvesting
Aaron Levitt |
While tax-gains harvesting takes some planning to implement, it can help save investors plenty in taxes.
Barbell Your Equity Portfolio With Dividends
Aaron Levitt |
In its simplest form, the risk hedging strategy involves owning super safe and super risky assets.
How Artificial Intelligence Is Transforming Portfolio Management
Justin Kuepper |
Let’s take a closer look at artificial intelligence, the implications for portfolio management and some drawbacks to keep in mind.
Is It Time To Treat China Differently From Emerging Markets?
Justin Kuepper |
Let’s take a look at what sets China apart from other emerging markets, why investors are increasingly drawn to the country and risk factors to consider.
Why Is It Important To Understand Your Cost Basis?
Aaron Levitt |
While a simple concept, keeping track of a portfolio’s cost basis can help reduce, defer and even potentially eliminate taxes.
Implications of Tax-Loss Harvesting
Aaron Levitt |
For investors, familiarizing yourself with tax-loss harvesting can make a ton of sense these days.
U.S. Elections: Focusing on Key Sectors
Aaron Levitt |
The truth is that some individual sectors do better under certain parties than others.
U.S. Elections: How Should You Look at Asset Allocation?
Aaron Levitt |
The answer may come down to a slight tweaking rather than a major shift in your portfolio holdings.
How To Look at Alternatives in the Middle of Market Volatility?
Sam Bourgi |
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has continued to grow amid the pandemic.
Perils of Passive Investing Amid the Record Stock Market Rally
Justin Kuepper |
Let’s take a look at some of the emerging risk factors of passive investing and how they could impact investors.
Considering Gold as an Asset Class in the Current Environment
Aaron Levitt |
The question for investors is whether or not the precious metal makes sense for their portfolios today.
Investing in Emerging Market Equities During the COVID-19 Crisis
Justin Kuepper |
Let’s take a look at how COVID-19 has impacted emerging markets and how investors should position their portfolios.
Making Sense of The Barbell Strategy
Sam Bourgi |
Coined by Nassim Nicholas Taleb, the barbell strategy refers to the process of taking “outsized” or larger positions in two focus areas.
Types of Portfolio Management
Sam Bourgi |
Check out this article to learn about the different types of portfolio management.
Understanding Index Tracking Methodologies
Justin Kuepper |
Let's take a closer look at how indexing works and the four most common methods for accomplishing it.
Understanding Index Tracking Methodologies
Sam Bourgi |
Check out this article to learn more about different strategies to construct an index fund.
How Often Should You Rebalance Your Portfolio?
Sam Bourgi |
Portfolio rebalancing is all about risk management. By getting your monitoring and threshold frequency right, you stand a better chance of minimizing risk and reducing cost.
How Often Should You Rebalance Your Portfolio?
Justin Kuepper |
Let's take a look at why rebalancing matters, different rebalancing strategies, and some tips to keep in mind to minimize your tax exposure and transaction costs.
Know the Different Ways to Evaluate Portfolio Risk
Sam Bourgi |
Risk measurement is a critical part of investing because it allows you to quantify the level of uncertainty in your portfolio.
Best Practices to Evaluate Your Portfolio Risk
Ajay Singh |
Portfolio risks include market volatility, geopolitical concerns, systemic market risks, foreign currency fluctuations, and more.
Selecting A Good Portfolio Manager
Sam Bourgi |
The information age has made the financial markets more accessible than ever. But is accessibility a substitute for a good portfolio manager? Check out this article to know the answer.
Best Practices for Portfolio Rebalancing
Sam Bourgi |
Investors have several best practices at their disposal to strategically manage their portfolio rebalancing approaches.
Best Practices for Portfolio Rebalancing
Justin Kuepper |
Rebalancing is the process of maintaining asset allocation by buying and selling assets.
Best Practices for Portfolio Construction
Sam Bourgi |
At the core of portfolio construction are the investor’s underlying objectives, risk tolerance and timeframe for investing.
What Are the Different Types of Portfolio Rebalancing?
Justin Kuepper |
In this article, we will look at three portfolio rebalancing strategies, the pros and cons of each, and other important considerations.
Types of Portfolio Rebalancing
Sam Bourgi |
Check out this article to know more about portfolio rebalancing techniques.
What is Portfolio Rebalancing?
Justin Kuepper |
Take a look at why it’s important to rebalance your portfolio to maximize your risk-adjusted returns.
What Is Portfolio Rebalancing?
Sam Bourgi |
Portfolio rebalancing is a key risk management strategy that helps investors navigate through cyclical markets and downtrends.
Understanding Tactical Asset Allocation
Justin Kuepper |
Tactical asset allocation is the most common strategy used by investors looking to capitalize on cyclical trends in the market.
Understanding Tactical Asset Allocation
Sam Bourgi |
Check out this article to learn more about the nuances of tactical asset allocation strategy.
Understanding Strategic Asset Allocation
Justin Kuepper |
Let’s take a detailed look at strategic asset allocation and how to determine the optimal allocation for your portfolio.
What is Portfolio Management?
Justin Kuepper |
In this article, we will take a closer look at the process of portfolio management and how dividends play a role.
What Is Portfolio Management?
Sam Bourgi |
The article introduces the process of portfolio management and shows how mutual funds can fit.
Factor Investing: An Overview
Check out an overview of the concept of factor investing.
Knowing Strategic Asset Allocation
Sam Bourgi |
Let us dive a little deeper into understanding the implications of strategic asset allocation.
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12/5/24
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13.27%
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$107.28 B
11.57%
$9.83
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$0.04
0.00%
$22.92 B
10.75%
$0.00
79251.40%
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$24.00
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$46.59 B
10.03%
$2.41
4918.41%
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$3.80
-2.06%
$16.64 B
9.61%
$0.37
34.75%
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$24.22
+2.80%
$68.96 B
8.80%
$2.13
46.65%
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$40.35
+0.82%
$15.36 B
8.67%
$3.50
49.75%
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$33.13
+1.75%
$27.22 B
8.54%
$2.83
49.88%
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$11.72
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$40.08 B
8.42%
$0.99
1.05%
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$6.78
+3.35%
$39.53 B
8.34%
$0.57
-0.62%
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$5.82
+2.11%
$11.60 B
8.34%
$0.49
-11.21%
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