Written by David Fabian, May 04th, 2017
This last week I had the privilege of honing my speaking skills by delivering a presentation on ETFs to a group of college students. My first impression of these eager future investors was their thirst for knowledge of how ETFs work. They were intrigued by how indexes are constructed, the low costs compared to mutual funds, and how investing in ETFs is far easier than picking individual stocks.
I covered these topics in an hour-long PowerPoint that is available for download here. This information may be review for ETF veterans, but even the most battle-hardened investors may pick up some tidbits from the slides.
If you have any questions after reviewing this presentation, don’t hesitate to reach out to us.
Written by David Fabian, February 22nd, 2017
ETF investors are spoiled by the tremendous number of quality choices for building their diversified stock allocations. The sheer breadth of selection across market cap, sector, industry, and factor-based strategies ensures there is something for virtually everyone.
Yet, one of the lesser understood qualities of exchange-traded funds are their ability to simplify your portfolio. You can own hundreds or even thousands of stocks in a single holding with extremely low costs and impeccable tracking efficiency. That eliminates the need to screen numerous positions and creates benefits of widening your exposure profile.
Written by David Fabian, January 31st, 2017
ETF investors often spend an inordinate amount of time trying to find the best spot in the market. They love focusing on specific sectors, factors, or tactical strategies that are showing a promising edge. However, there is often a fundamental need for simple and diversified stock exposure at the lowest possible cost.
This type of core foundation is the essence behind total stock market funds. They allow you to stay correlated with the broadest possible indexes and charge expenses that are so fractional as to be almost non-existent. They embody the true spirit of the ETF philosophy in their liquidity, tax efficiency, and transparency.
Written by David Fabian, January 25th, 2017
Finding your first exchange-traded fund (ETF) is much the same as searching for a new TV. You know you have a specific need that is easy to fulfill in today’s expansive marketplace. However, the list of options is overwhelming, prices vary wildly, and opinions from friends or family can be conflicting. There is a confidence gap that must be filled through a combination of research, observation, and experience.
Fortunately, there are several ways to easily narrow this gap so that you can make a poised decision with little risk of regret. The following are tips for both new investors who are just getting started on this journey and those who have decades of investing experience.
Read the complete article at NASDAQ.com
Written by David Fabian, October 24th, 2016
There is a litany of evidence about the benefits of cost cutting on long-term portfolio results. This mantra has been echoed by large institutional portfolios such as pensions and endowments all the way down to main street investors.
The theme generally follows the line of removing high fee managers and making your portfolio as passive as possible. The logic entails that reducing transaction costs and overall management fees will ultimately add to your net returns over long time frames. Read more