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Exchange-Traded Funds; Talking About ETFs; A longtime analyst has advice for individual investors
WSJ.comFor the past 15 years, Deborah Fuhr has spent her days deep in the weeds of exchange-traded funds. As an investment strategist at Morgan Stanley and then global head of ETF research at ETF sponsor BlackRock Inc., she observed as the ...
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Exchange-Traded Funds; ETF Choices for Income Investors; Advisers take varied routes in combining funds for people who don't want lots of risk
WSJ.comIncome-oriented investors are caught between a rock and a hard place. On the one side, the Federal Reserve is keeping Treasury bond yields artificially low. On the other, dividend stocks offer tempting payouts but with painful ups and downs ...
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Help for Big Buyers
WSJ.comWhen you want to put money into an exchange-traded fund—whether it is $10,000 or $100,000—you do it by buying existing shares from other investors. But financial advisers and institutional investors with more than $500,000 to invest may be ...
ETFs: All That Tax-Efficient? Here's how exchange-traded funds can help investors hold off Uncle Sam -- or can trip them up.
SmartMoney.comExchange-traded funds are hardly the magic models of tax efficiency that some advisers or fund sponsors would like investors to believe. But generally, they are at least as good at minimizing tax pain for stock investors as index funds, the ...
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Fidelity Investments Looks Ready To Offer Exchange-Traded Funds
WSJ.comAfter years of ignoring one of the hottest investment options, Fidelity Investments appears to be planning a push into exchange-traded funds.
How to Sift Through All Those ETFs; Several online tools can help investors work their way through the growing ETF market.
SmartMoney.comThe pace of exchange-traded product launches has been dizzying. Ishares, a unit of BlackRock, is looking to launch a new set of bond funds, including products investing in financial or utility company debt. Charles Schwab recently joined ...
Are New ETFs Better Stock Pickers? Portfolios track a new wave of indexes that emulate approaches used by active fund managers
SmartMoney.comExchange-traded funds have a new weapon in their fight against actively managed stock mutual funds. It's the strategy-based ETF. Instead of tracking indexes that give a window on a market, industry or class of stocks, strategy-based ...
Why Some ETFs Are On Sale; When an ETF switches indexes, investors should take notice—and not be taken in by temporary fee cuts.
SmartMoney.comWhat should investors do when their exchange-traded fund changes course in midstream? Competition for your investment dollars is pushing a growing number of ETF providers to tinker with their underlying indexes and, in some cases, their ...
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Playing the Yield on Federated
WSJ.comIf you think sitting on cash in today's zero-interest-rate world is painful, try running a money-market fund. More specifically, try being Federated Investors.
An ETF Way to Play Operation Twist; Exchange-traded funds that invest in residential real estate could benefit from the Fed's latest move to fix the housing market.
SmartMoney.comOne way to bet on the Federal Reserve's latest move to lift the sinking housing market is to buy a rental property. Another cheaper and easier option: invest in an ETF that owns residential and apartment real estate investment trusts.
3 Signs That ETF Isn't For You; UBS is using ALL CAPS to warn average Joe investors. But there are other warning signs
SmartMoney.comIt's not often a fund company declines to take investors' money. But in a surprisingly bold move last week, asset manager UBS did everything but, using all capital letters on the front page of a prospectus to steer mom and pop ...
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EXCHANGE-TRADED FUNDS; Buying ETFs Like a Pro; Individuals can mimic some of the ways that big investors use these funds
WSJ.comBig-time money managers have taken a shine to exchange-traded funds. And average investors can learn a lot by watching them. The pros running pension plans, endowments and conventional mutual funds are bulking up their portfolios with ETFs, ...
Latest Money-Fund Alternative: ETFs; A few exchange-traded funds may be better bets than money-market funds.
SmartMoney.comMoney-market funds have some serious problems. Originally conceived as high-return parking places for investors, they've been stuck at historic lows for years -- forcing many yield-hungry investors to seek better returns elsewhere.
New Life for Old ETFs; HOLDRs came to represent the problem with niche ETFs. Now they are being sold or closed.
SmartMoney.comInvestors who bought some of the earliest exchange-traded funds -- a series called HOLDRs, offered a decade ago by Merrill Lynch -- were on the early end of what would turn out to be a boom for the fund industry. Those who held onto them ...
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Bond ETFs That Soar When Stocks Sink; Long-term bond ETFs are up big this year. Are they worth a look?
WSJ.comAn ultimate bearish bet has greatly rewarded investors over the past week. Not gold, not inverse or leveraged funds, but in exchange-traded funds that invest as far out in the bond market as possible, collectively known as long-term bond ...
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Me First! Aspiring ETF Sponsors Seek Ways to Jump to the Front of the Line.
WSJ.comA traffic jam of companies are awaiting green lights from regulators to enter the exchange-traded-fund business. And some are taking creative routes to cut through the gridlock.
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exchange-tradeD funds; When ETFs Are Lenders; Many funds lend out their holdings to short sellers. Should investors care?
WSJ.comMost exchange-traded funds are index funds, so their holdings stay relatively constant over time. But that doesn't mean the stocks and other securities owned by ETFs are just sitting there.
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Exchange-Traded Funds; If They Build It, Consider Not Coming; Complex and leveraged ETFs appeal to some pros. But are some of these funds a hazard for ordinary investors?
WSJ.comTwo years ago, several full-service brokerage firms took steps to limit customer access to leveraged and inverse exchange-traded funds amid a surge of concern about their suitability as long-term investments. Many discount brokers added ...
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Exchange-Traded Funds; When Your Adviser Is an ETF Newbie; Ask questions to understand how your pro will use these portfolios—and whether he or she is savvy about their quirks
WSJ.comFinancial advisers are rushing to load their clients' portfolios with exchange-traded funds. But if your adviser wants to make that move, you should make sure you're both on the same page—and understand the implications of using ...
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Fundamentals of Investing; 'Swaps' Add a New Risk; These instruments can fill holes in a fund's portfolio, but there's a downside
WSJ.comMany mutual funds hold a type of financial instrument that most individuals have never heard of—and that in extreme conditions could saddle them with losses due to a risk they didn't know they were taking.
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Exchange-Traded Funds; Is an ETF Really a Fund? Maybe Not. These listed securities come in a variety of corporate forms—and the differences can be significant for investors
WSJ.comQ: An exchange-traded fund can also be... A. A conventional mutual fund B. A trust C. A limited partnership D. Any of the above The answer is D ... and that means potential complications.
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exchange-traded funds; Uncertain Future for Tiny ETFs; Small fund sponsors face tough decisions when their portfolios don't attract a lot of investors
WSJ.comThings are getting rough for some companies that sponsor exchange-traded funds. On the surface, ETFs seem to be showing solid growth. Since the banner year of 2007—when 270 new ETFs hit the market—more than 100 new funds have been introduced ...
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ETFs Shunned by Many Plans; Investment advisers are big fans of exchange-traded funds. But that often doesn't extend to putting them on the menus of corporate retirement programs.
WSJ.comThe investing world's current darlings, exchange-traded funds, get no love from 401(k) plans. Investment advisers like ETFs for a bunch of reasons: They carry lower fees than most mutual funds, offer tax advantages and can trade like ...
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How to Pay for a Wedding
With most couples waiting to marry and three quarters of marriage partners living together first, many celebrants are paying at least part of their wedding bill.
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How to Teach Kids about Money
It’s never too early to start talking dollars...and sense.
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How to Manage Your Grocery Bill
Your grocery bill is your biggest weekly household expense, so keeping a lid on it will go far to stretch your dollar.
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A new wedding trend trades "walking down the aisle" for a walk on the wild side.
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The Reignited Tech Sector
Technology stocks have rebounded and are once again the darling of the market. Can the resurgence last?
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Why a 'Balanced' Portfolio May Not Work
Arends: That 60/40 portfolio of stocks and bonds your adviser is pushing might not work.
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The Corner Office
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General Dynamics Changes Tactics
The defense contractor faces a tough enemy: potential cuts in defense.