In May 2010, ActiveETFs | InFocus spoke with Paul Weisbruch, who is the VP of ETF/Index Sales and Trading at Street One Financial. Street One Financial is an ETF liquidity provider and works with advisors in helping them access liquidity and trade ETFs efficiently. Paul chats with us about a fundamental misconception about ETF liquidity, […]
My colleague Ben Le Fort wrote a really nice piece, How Do You Get Rich? Slowly, and Then Suddenly. That got me thinking. Is it really that simple? As I commented there, I think it’s actually a bit more nuanced than two speeds – slow, then fast. 4 Factors Affect Your Wealth Building There are […]
How Much Does Your ETF Really Cost? Let’s Discuss an Active ETF Expense Ratio vs. Index ETFs vs. Mutual Funds One of the most important factors to consider when analyzing and comparing ETF investment options is the expenses of the fund. The ETF arena now has so many investment options, that many areas in the […]
I’ve been investing in (mostly stock) mutual funds since 1994. As I wrote elsewhere, after a rocky start, I developed a method for picking mutual funds that’s worked pretty well for me. 2 Pieces of Accepted Investing Wisdom I Rarely Follow There are two commonly accepted pieces of investing wisdom that I mostly reject. First, […]
A deeper dive into a familiar question by someone who has rented, purchased, and rented out properties. Here are some critical points missed by many analyses
I’M SUPPOSED TO HAVE SET ASIDE HOW MUCH?! What the Millionaire Next Door’s “Wealth Equation” does well and where it’s less accurate How much should you have saved for retirement by now? Isn’t that something most of us would dearly love to know, so we can tell how well (or less well) we’ve done? The […]
Active mutual funds faced their first stern challenge when indexing started gaining ground and investors started putting money into passive strategies through index ETFs and index mutual funds. However, that challenge came from another discipline of investing – from people who didn’t believe in active management. So as far as active mutual funds were concerned, […]
When comparisons are made between actively-managed ETFs and their competitors, they are often compared with their passive counterparts. The 4 pillars of the ETF structure that gives it such an advantage is their liquidity, tax efficiency, transparency and of course low cost. The argument is made that Active ETFs are deficient to Index ETFs because […]
We recently received a reader question on investing in an HSA (Health Savings Account) and I thought I’d follow up with my thoughts in an article, as I have quite a few. It’s worth mentioning that I am a founding member of the HSA Committee for the Plan Sponsor Council of America, which helps educate […]