Why Dynamic Asset Allocation Might be Right for You

By | October 3rd, 2012 12:10 PM EST | posted in Advanced ETF Concepts, Basic ETF Concepts, Conservative Strategy Insights, Custom Strategy Insights, ETF Education, Spotlight

What do nearly all investors have in common? They see their portfolio values move up and down continuously. Ideally, when our investment accounts take losses, they’d shrink incrementally, and when they show positive returns, they’d move by leaps and bounds. … Continue reading

ETFs and Market Volatility

By | May 30th, 2012 11:05 PM EST | posted in Advanced ETF Concepts, ETF Education

ETFs have been blamed for driving stock market volatility to unprecedented extremes in recent years. That charge, however, breaks down under an examination of the data. Analysis by Rochelle Antoniewicz of the investment company institute shows that 1) Recent levels of volatility … Continue reading

ETFs and Index Strategies

By | May 29th, 2012 07:05 PM EST | posted in Advanced ETF Concepts, ETF Education

The low costs, transparency, liquidity, and better tax efficiency are some of the major reasons ETFs are being chosen over mutual funds. Common portfolio objectives which benefit the most from ETFs and index strategies include: Low cost, low maintenance asset … Continue reading

ETF product structure types, advantages vs. disadvantages

By | May 28th, 2012 09:05 PM EST | posted in Advanced ETF Concepts, ETF Education

ETF Product Structure and related exchange-traded products (ETPs) can use various types of structures. Each structure has its own unique advantages and disadvantages. ETF product structure of open end funds ETF product structure among the vast majority of traditional approaches … Continue reading

Tax Treatment of Different ETFs

By | May 27th, 2012 01:05 AM EST | posted in Advanced ETF Concepts, ETF Education

ETFs are tax-efficient as a result of the creation/redemption process which allows an investor to pay most of his or her capital gains upon final sale of the investment. However, not all ETFs face the same tax treatment: Regular ETFs … Continue reading

Leveraged ETFs – Best Uses Versus Limitations

By | May 26th, 2012 07:05 PM EST | posted in Advanced ETF Concepts, ETF Education

Leveraged ETFs seek to magnify gains and to provide above market performance to various stock, bond and commodity indexes on a daily basis.  Although Leveraged ETFs can provide magnified returns, their use requires additional precautions when compared to  unleveraged ETFs. … Continue reading

How an ETFs price is determined

By | May 25th, 2012 01:05 AM EST | posted in Advanced ETF Concepts, ETF Education

The price of an ETF share on a stock exchange is influenced by the forces of supply and demand. While imbalances in supply and demand can cause the price of an ETF share to deviate from its underlying value (i.e., … Continue reading

Understanding the True Costs of ETFs

By | May 31st, 2011 06:05 PM EST | posted in Advanced ETF Concepts, ETF Education

In general, ETFs are cheaper than mutual funds, but that doesn’t mean they’re free. In fact, some of the costs associated with ETFs don’t exist with traditional mutual funds. Before you buy, it pays to understand the true costs and … Continue reading

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Sources: Index Strategy Advisors, Inc.. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of its stamped publication date, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Index Strategy Advisors to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. The two main risks related to fixed income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.