ETFs

Agricultural Commodities Awaken

Agriculture has been a sector long ignored by investors. So much so, in fact, that the last time the largest ETF in the sector saw investor inflows, was way back in 2009. But now, in 2016, that same ETF has seen about $162 million in investor inflows, and counts the Harvard endowment fund among its...

When Funds Are Better Than Stocks

Investing can be very frustrating and complicated – even for the most sophisticated investors. Sometimes investors can be right about a market’s direction, but get poor or even negative results because they used the wrong investment tool to exploit the deep value opportunity. Unfortunately, with the explosion of exchange-traded funds (ETFs), the constant lure of...

How to Invest Alongside Bearish Billionaires

There is a conscious effort among stock market bulls to ignore growling stock market bears such as well-known bond fund managers Bill Gross and Jeffrey Gundlach – the latter of whom called the U.S. stock market “dead money.” But now the rumbling from other bears has grown even louder and cannot be ignored. It is...

Investing in Your Children, Saving for the Future

One of the biggest expenses faced by American families is the cost of a child’s education. While scholarships and student loans may help bear much of the burden, it’s increasingly crucial that families set money aside in a college fund in preparation for a student’s formative years. However, it’s often overwhelming to sort out the...

How to Play the Great Game

You’ve probably read about larger than life investors like George Soros who scour the world for the best opportunities and bet on anticipated economic and political events. These titans of finance are playing a grand game as they move capital across a global chessboard. Not all that long ago, pursuing this sort of investment strategy...

Triple-Leveraged ETFs Carry Wealth Risks

There was a time when fast-food patrons were satisfied with Burger King’s Double Whopper. But eventually, diners yearned for more than just two flame-broiled meat patties. Well aware of the growing inadequacy of its double-pattied Whopper, Burger King introduced the Triple Whopper, which comes complete with three patties and has 1,230 calories (with cheese). Bristling...

How to Use Mutual Funds and ETFs

[Editor’s Note: As the busy season hits the Karmê Chöling meditation center, Samantha Solomon is lessening the frequency of her Young and Prudent column. She’ll be back next week, but today, we’re handing it over to Special Correspondent Carl Delfeld as he discusses the use of mutual funds and ETFs in your portfolio.] Last week,...

Your Golden Ticket to Ride High Through the Summer Slump

As we discussed last week, the period between May 1 to August 31 is the weakest season, annually, for stock performance. Over the last 10 years, the Dow Jones Industrial Average has experienced a median decline of 1.9% over this period, excluding dividends. Some sectors and individual stocks buck the downtrend. But generally speaking, returns...

For Investment Success, Keep It Simple

Investing can seem incredibly complicated and intimidating, especially for the novice. There are thousands of stocks and almost as many funds to choose from, not to mention stock markets that always seem volatile and uncertain. Even tougher is deciding when and how to sell a stock or fund to lock in gains or limit losses....