The ETF Channel

Weighing the Week Ahead: Will Corporate Earnings Results Change the Message of the Markets?

It is a light economic calendar without any of the most important reports. The government shutdown will command increasing attention as long as it continues. Finally, there is some real competition in financial news – the start of earnings season.

3 Ways to Protect Clients' Investments This Year

Stock market participants for most of the past few years have eschewed protection. It was all about making large amount of gains. Almost every advisor lost clients from “cocktail party” conversations about who had made the most money recently.

Low Volatility is the equity factor winner for 2018

In the fourth quarter, Dividend Yield was also a strong competitor.

New Research on the Value of Global Diversification

Despite representing about one-eighth of global equity market capitalization, and despite the attractive valuations and growth prospects, the vast majority of U.S. investors have portfolios that dramatically underweight emerging market stocks. Here’s why that is a costly mistake.

World Markets Update

One of eight indexes on our world watch list posted a loss in the first week of 2019. The top performer is Hong Kong's Hang Seng with a 4.65% gain and in second is our own S&P 500 with a gain of 2.89%. In third is Shanghai's SSE with a gain of 2.86%. Coming in last is India's BSE SENSEX with a minor loss of 0.11%.

 

US/China Trade Conflict Creates Factor Opportunities

Low Volatility and Quality offer potential benefits in stressed markets.

Gold and Commodities Set to Soar in 2019

Goldman Sachs is bullish on commodities and gold, recommending an overweight position for both. The investment bank also raised its 12-month price forecast for gold up to $1,425 an ounce, a level last seen in August 2013.

S&P 500 Snapshot: Up 3.57% YTD, Still In Correction Territory

The S&P 500 closed Friday down 0.01% from Thursday and up 2.54% from last Friday. The index is up 3.57% YTD, but still in correction territory.

Larry Swedroe’s Best Investment Books

I’m often asked for a list of what I consider the best books on the science of investing. With that in mind, I sat down and narrowed my collection to the top baker’s dozen.

A Silver Lining in Our Futures

Steuern! I always liked that word, it seems to exude a no nonsense seriousness. It’s a German verb meaning Control, or to be in control of, something that seems to have been singularly lacking in the markets these last few days.

The Latest Look at the Total Return Roller Coaster

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $14,727 for an annualized real return of 7.77%.

The Hidden Advantage of Long/Short Portfolios

Today I’ll look at the conventional wisdom that the tax burden of an investment strategy increases with its turnover. In addition, I’ll discuss why short selling is perceived to be particularly tax inefficient.

Gundlach’s Forecast for 2019

Jeffrey Gundlach said that 2019 will mark the start of a period when bond markets must reckon with the rising federal deficit. In his most passionate comments ever on this topic, he said the exploding national debt and liabilities involving pension funds, state and local government governments and Social Security have reached a stage that is “totally unthinkable.”

Using the Muni Bond Calendar to Help Clients

Keeping an eye on how the municipal bond calendar will influence new issues and investing opportunities is wise advice. With the muni market expected to remain robust in 2019, investors and their advisors need to watch the calendar for new issues that best meet their specific financial goals and investment strategies.

Liquidity: Factor investing's hidden gem

The liquidity factor is a hidden gem waiting to be mined. Target its precious premium.