Shake Up

Bloomberg, September 21st,  2018 – ETF investors have ridden tech stocks to outsized returns during the record bull market in U.S. equities. But a major shakeup coming next week to the indexes some of the biggest funds track could leave fans cheering for a team they...

Shake Up

The Wall Street Journal, September 20th,  2018 – Facebook, Twitter, and Google are exiting the tech sector of the S&P 500, a shift that promises to make Friday a busy trading day as 23 companies valued at a combined $2.7 trillion are reclassified. The...

Mid-Year ETF Portfolio Positioning

ETF.com, July 13th 2018 – Midyear outlooks are popping up everywhere with big-name investors and market experts sharing their views on what’s in store for the remainder of the year. In the ETF space, ETF strategists are also busy adjusting allocations and making...

Potential Trade War Worries Advisors

ETF.com, April 9th, 2018 – Recently we asked five influential advisors the same two questions: What about today’s market concerns you, and what are your expectations for the rest of 2018? All five had the same answer: The prospect of a trade war between the...

Quick Guide To Common Financial Terms

ETF.com, April 6th, 2018 – April is Financial Literacy Month, and for good reason. We all know the costs of lack of financial preparedness, especially as our country ages into retirement. Perhaps the first step to financial literacy is understanding commonly used...

Commodities Are Back

ETF Advisor, January 31st 2018 – Perhaps it’s not a stretch to equate investment manager Jeffrey Gundlach to a latter-day E.F. Hutton … i.e., when Gundlach talks, people listen. Given the number of prescient calls he has made in recent years, it undoubtedly piqued the...

Taking a TDF tactical – really tactical

BenefitsPRO, January 23rd 2018 – In September of 2009, analysts at Morningstar published a research paper on the target-date fund market as the global economy began clawing from the ashes of the financial crisis. “There is no sugarcoating the disappointing performance...

Are You Walking into a TDF trap?

InvestmentNews, January 22nd 2018 – Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the...

Are Target Date Funds Missing the Mark?

401K Specialist Magazine, December 1st 2017 – Without a doubt, target date funds are headed (sharply) north. Target date mutual fund assets grew almost 5 percent in the second quarter, topping $1 trillion at the end of June, according to the Investment Company...

How To Pick A Sector ETF

ETF.com, March 15, 2017 – Sector investing is popular, and we’ve been hearing a lot about sector rotation opportunities in the face of changing correlations since President Trump’s victory last year. But as an investor, how do you know when it’s time to get in...

5 Views On Tax Loss Harvesting

ETF.com, December 20, 2016 – Tax-loss harvesting is a popular idea this time of year. You can sell securities that have lost value in your portfolio this year to offset any taxes you might have incurred on capital gains from securities that performed well.

Smoothing The Path for ETF Investors

ETF.com, June 20, 2016 – Beaumont Capital Management (BCM) is an all-ETF offshoot of Beaumont Financial Partners, a firm that’s been around for more than 30 years, offering comprehensive wealth management—including tax preparation, financial planning and...

Beaumont Capital reveals a defensive TDF alternative; S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds.

PlanAdviser, January 29, 2016 by John Manganaro – The premise of our new retirement products is to offer portfolios that are low cost, have active management, are defensively oriented and meet the needs of investors regardless of where they are in their life...

How the Pros use Global Sector ETFs

ETF Trends, September 24, 2014 – When it comes to sector funds, U.S. focused offerings, such as the Health Care Select Sector SPDR (NYSEArca: XLV) and theTechnology Select Sector SPDR (NYSEArca: XLK), have a tendency to overshadow their global and international...

Checking Up on Fidelity’s New ETFs

Barron’s, August 2, 2014 – No one can dispute the new ETFs have been a success. In less than a year, they’ve gathered $1.2 billion in assets. That’s one of the most successful launches since Pimco opened an ETF version of Bill Gross’s...