How to Find and Compare Dividend ETFs

Dividend exchange traded funds (ETFs) are structured to invest in a basket of stocks with above average dividend yields. Because companies that offer the best dividend yields are often large and stable “blue chips,” dividend ETFs can also add balance to portfolios during times of uncertainty. Most strategies that emphasize investment income will incorporate dividends … Continued

Building a Culture of Education with Jay Coulter

FEATURING: JAY COULTER @danielcrosby‘s ‘The Behavioral Investor’ & was reminded of @MebFaber‘s work on 10 Month SMAs. Think of all the headaches most have been through this year yet a simple 200-day or 10 month SMA risk management rule could have saved your portfolio and lowered your stress! pic.twitter.com/a9D3hvdGJX — Jay Coulter | Resilient Advisor™ … Continued

Value vs Growth Stocks: Which Is Right for You?

While there’s plenty of debate about value vs. growth stocks, or value funds vs. growth funds, it’s difficult to argue that one is superior to the other, though many have tried. Growth investors look for companies that are yet to reach scale or their full growth potential, and value investors try to identify companies they … Continued

Economic Update — Reviewing Q2 2020

The first quarter of 2020 was one of the worst on record for the US stock market, but the second quarter proved to be one of the best. In Q2, the S&P 500 was up 20.5%, the Dow climbed 18.5%, and Nasdaq Composite gained a staggering 30.9% on a total return basis. After the market’s … Continued

Growth Potential Trumps Valuation with Puru Saxena

FEATURING: PURU SAXENA On high valuations –$AMZN traded > 30 P/S multiple during TMT bubble (’99). Those who had the misfortune of investing at the peak of the bubble have still made almost 40X over 20 years (CAGR of ~20%)! Cheaper the better but biz quality + time > valuation Chart from @ycharts pic.twitter.com/6J7isvb6Hp — … Continued

YCharts 101 For Mutual Fund Wholesalers

Just like different investing strategies, investment research and sales tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, … Continued

YCharts 101: Account Set Up and Customization

Just like different investing strategies, investment research tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, customizable sales … Continued

The Growing Complexity of ETF Investing with Nate Geraci

FEATURING: NATE GERACI Completely cherry-picked date, but broad emerging markets have delivered a NEGATIVE TOTAL RETURN since just prior to Global Financial Crisis (Oct 2007)… pic.twitter.com/VBqm6AMBYj — Nate Geraci (@NateGeraci) May 13, 2020 Click to view in YCharts Q: Tell us about yourself and the ETF Store. What is your approach to financial planning and … Continued

Surviving as an Investor with Ian Cassel

FEATURING: IAN CASSEL   I know where I’m still finding value #microcap pic.twitter.com/bzdWgR0h4w — Ian Cassel (@iancassel) April 19, 2020 Q: Tell us about yourself and what sparked your passion for micro cap investing? A: In 1997, I was a teenager in high school investing in small cap technology companies during the dot-com bubble. When … Continued

Zoom for Advisors: Saving Face Time with Clients and Prospects

Amid one of the fastest market sell-offs on record, financial advisors have been inundated with client concerns about coronavirus and questions surrounding the future of their investments. With most people smartly staying home in efforts to combat the spread of COVID-19, advisors must adapt to the “new normal” of working remotely in order to connect … Continued