ETFS

Crisis often means opportunity when it comes to stocks. Echoing Warren Buffett, when there’s widespread uncertainty, it often means it’s a good time to buy. Many high-quality stocks that had nothing to do with Brexit got pummeled in the wake of the UK vote to leave the European Union. They are worth considering — even as
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Investors should not buy any financials ETFs or mutual funds because none get an attractive-or-better rating in my Sector Rankings for ETFs and Mutual Funds report. I assess ETFs and mutual funds based on the quality of their holdings, first and foremost, because holdings determine the performance of the fund, not just the costs or the past
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Although understanding how a 401(k) works and how much it costs is challenging, how to save is not. There are some streamlined ways to save more and build a better nest egg. Although you’re shackled to your employer for a retirement plan — unless you have your own IRAs — you have to go with
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The Iraqi Dinar revaluation scam has entered a new phase while untold thousands continue to hold onto the troubled currency. The U.S. Securities and Exchange Commission (SEC) recently filed a complaint against Joshua Jay Hansen, 34, of Logan Utah, for attempting to swindle investors in a dinar scheme. Hansen allegedly was offering securities that invested
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Now that the year is behind us and we have some nice round numbers, it’s a good time to look back and understand how building an ETF portfolio really works. For this experiment, let’s use some widely held ETFs that track the major market benchmarks. The bottom line is simple: Taken in 12-month cycles, asset classes always
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It has been a very, very cold few months, particularly in New England. Boston is buried in snow. Niagara Falls has frozen over. Even the South is getting hit with ice. What does this have to do with retirement investing? Everything. The thing is, despite the extreme cold in some parts of the country, we’re
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Updated rankings are out. Go to Best ETFs 2017: Long-term Bonds. In this category the iShares ETF family lands in the top spot for cost efficiency, with its 7-10 Year Treasury Bond fund (IEF), and in the lead for assets, with iBoxx $ Investment Grade Corporate Bond (LQD). Long bonds offer some prospect of real
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A lot of financial advisors like to talk about “insurance” for their clients’ investments. Often, however, this takes the unlikely form of highly risky counter-investments. For instance, an advisor might choose a broad selection of blue-chip stocks. They pay a nice dividend and, assuming they are not too tightly concentrated, are pretty safe from causing a
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Many value investors underperformed as the market soared over the past several years, but the tables may soon turn for quality, large-cap, liquid stocks, Bank of America Merrill Lynch Global Research analysts said this week. “These days, value investing has been replaced by a preference for ‘growth at any price. But over the very long
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The volatility of the past 2 weeks has Goldman Sachs, and many others, selling stocks. Sam Miklosko is on the other side of that trade. In order to execute a simple strategy of buying low and selling high, you have to buy when prices are low. That means that when the bears come out, it’s
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Christian Magoon, the CEO of Amplify ETFs, has something new up his sleeve. The newcomer to the space (four years in now) is devising a strategy that will weed out some of what he calls the “zombie ETFs” in the market. Magoon started Amplify in April 2016, though he’s been in the ETF world for
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President Trump is eyeing cutting the Social Security payroll tax. If not replaced by another funding source, the move could kill the most popular inflation-adjusted retirement program. While putting money in workers’ pockets in the short term, nixing the payroll tax will undercut funding for the popular program and achieve the sinister goal of GOP
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What most retirement savers want to know is if they’re saving enough money. Actually, that’s one of the easiest questions to answer because you can plug in your numbers into hundreds of online retirement calculators. The harder questions have to do with financial wellness. How do your emotions help or hurt your ability to save
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