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Exchange Traded Funds

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BUSINESS
July 3, 2011 | By Reid Kanaley, Inquirer Columnist
Exchange-traded funds are often described as mutual funds that can be traded throughout the market day. They're quite popular, but can get complicated. These sites help investors sort them out. The Economist. The starchy magazine recently sent up a warning signal on ETFs because many newer funds, labeled generally as "synthetic" funds, represent complicated derivative arrangements that not only befuddle investors but also could mask the risks of the investments they represent.
BUSINESS
July 6, 2006 | By Benjamin Y. Lowe INQUIRER STAFF WRITER
In the interest of greater clarity, and perhaps more investment offerings, the Vanguard Group said yesterday that it would rename its five-year-old line of exchange-traded funds. Exchange-traded funds, a fast-growing segment of mutual-fund investing, are mutual funds that trade like stocks. They account for 25 percent of new deposits at Vanguard, a spokesman said. Starting today, the Malvern fund family's Vipers, short for Vanguard Index Participation Equity Receipts, will now simply be called Vanguard ETFs.
BUSINESS
January 27, 2015 | By Erin E. Arvedlund, Inquirer Columnist
A Broomall investment start-up has launched two new exchange-traded funds. Underpinning the investment philosophy: tax efficiency. Tax-aware investing makes a lot of sense now that capital gains taxes are so high - nearly 45 percent on short-term capital gains, when including the new Obamacare tax - and some financial planners consider them more important than estate taxes. Alpha Architect was founded by Wes Gray and Carl Kanner in 2010. As a start-up, they initially ran money privately for a billion-dollar family in 2011.
BUSINESS
January 30, 2011 | By Reid Kanaley, Inquirer Columnist
Despite the growth of so-called exchange-traded funds, or ETFs, many investors remain baffled by them. Are they safe? Are they a good alternative to mutual funds? Check these sites for answers. Morningstar Inc.'s director of exchange-traded-fund analysis, Jeff Ptak, covers ETF basics in this three-minute video. Morningstar is an investment-research service that has loads of information on ETFs as well as on mutual funds and individual stocks and other investments. Other videos in the Morningstar series available on YouTube include "What makes a good ETF," "How to avoid tax surprises in ETFs," and "The future of international ETFs.
BUSINESS
April 7, 2015 | By Erin E. Arvedlund, Inquirer Columnist
Robo-advisers. They're coming from the future, for your assets. Actually, the term is just slang for low-cost, Internet-only money managers. Start-ups such as WiseBanyan.com and Betterment.com automate investing with few or no humans involved and offer extras such as tax-loss harvesting. Betterment's pitch: Investors pay a fraction of what it would cost at a traditional broker or money manager. Some, like WiseBanyan, offer money management for free. But how? These young robo-advisers generally invest using ETFs, or exchange traded funds, rather than mutual funds.
NEWS
August 2, 2011 | By Kara Mcguire, MINNEAPOLIS STAR TRIBUNE (MCT)
Most teens are thinking about how to stretch their money until next payday. Jack Alexander is focused on a plan for his money come 2051. The 18-year-old from Plymouth, Minn., placed first in a national essay contest that asked him how he would invest $100,000 if he were about to embark on a 40-year space mission. It's not a question many teens could answer. But Alexander, an investment buff whose love for the stock market started when his dad opened a brokerage account with him when he was 11, knew just what to do. He learned about selecting mutual funds and reading stock charts in his investing class in high school.
BUSINESS
September 13, 2013 | By Erin E. Arvedlund, Inquirer Columnist
Whether you are bullish or bearish on Apple (symbol: APPL), the maker of iPhones and iPads represents an enormous influence in the stock market. Here are some ways to find Apple in your portfolio - whether you are a buyer or a seller. Apple on Tuesday introduced two newly priced phones, an action investors didn't like. We'll see if consumers feel differently. Sellers pushed the stock down roughly 5 percent to $467. For bulls, this is a buying opportunity. For bears, here are some ways to weed out the technology giant from your portfolio.
BUSINESS
August 11, 2011 | By Erin E. Arvedlund, Inquirer Columnist
Gold always generates an emotional debate between opposing true believers: people who love gold (a.k.a. gold bugs), and people who deride the yellow metal as a "barbarous relic. " But with America's excessive debt and negative real interest rates, gold lovers continue winning the argument. After Federal Reserve Chairman Ben Bernanke promised Tuesday that interest rates would stay near zero until mid-2013, gold soared yet again as investors raced to the precious metal and gold-mining shares as a haven against inflation and a weakening dollar and as a way to protect their savings.
BUSINESS
January 10, 2014 | By Erin E. Arvedlund, Inquirer Columnist
Investing in private equity used to be reserved for the wealthy. Only millionaires who were "accredited" or "qualified" to invest the big bucks had money in private equity - essentially, the One Percenters. Then, some of Wall Street's biggest private equity firms went public, such as Blackstone Group L.P. (symbol: BX), Fortress (FIG) and Kohlberg Kravis & Roberts (KKR). (Bain Capital L.L.C. remains private, but gained fame when partner Mitt Romney ran as a presidential candidate.)
BUSINESS
August 11, 2011 | By David K. Randall, Associated Press
NEW YORK - Support levels. Moving averages. Breakouts. That strange language is being spoken more forcefully on Wall Street these days. It is the language of technical trading, a force behind the recent wild gyrations in stock prices. Within hours, stock prices have been leaping and falling in 300- and 400-point bursts. Technical traders all but ignore fundamentals, such as corporate profits or expected growth rates. Instead, they rely on stock-chart analyses that signal when to buy or sell the entire U.S. stock market.
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ARTICLES BY DATE
BUSINESS
April 7, 2015 | By Erin E. Arvedlund, Inquirer Columnist
Robo-advisers. They're coming from the future, for your assets. Actually, the term is just slang for low-cost, Internet-only money managers. Start-ups such as WiseBanyan.com and Betterment.com automate investing with few or no humans involved and offer extras such as tax-loss harvesting. Betterment's pitch: Investors pay a fraction of what it would cost at a traditional broker or money manager. Some, like WiseBanyan, offer money management for free. But how? These young robo-advisers generally invest using ETFs, or exchange traded funds, rather than mutual funds.
BUSINESS
January 27, 2015 | By Erin E. Arvedlund, Inquirer Columnist
A Broomall investment start-up has launched two new exchange-traded funds. Underpinning the investment philosophy: tax efficiency. Tax-aware investing makes a lot of sense now that capital gains taxes are so high - nearly 45 percent on short-term capital gains, when including the new Obamacare tax - and some financial planners consider them more important than estate taxes. Alpha Architect was founded by Wes Gray and Carl Kanner in 2010. As a start-up, they initially ran money privately for a billion-dollar family in 2011.
BUSINESS
December 9, 2014 | By Erin E. Arvedlund, Inquirer Columnist
When does this stock market rally end? Rick Pitcairn, chief investment officer of Pitcairn, based in Jenkintown, gets that question a lot these days from clients. "I get the sense of trepidation from both institutional and retail investors surrounding the market. They're asking: 'These valuations are extended, and this feels like 1999 - tell me, when's that type of sell-off going to happen?' "In terms of U.S. equities, it's been a stunning rally in magnitude and duration," he says.
BUSINESS
November 24, 2014 | By Erin E. Arvedlund, Inquirer Columnist
Sell your losers. Gift your winners. It's nearly December, time to evaluate your portfolio and sell off some losers. With the stock market setting records, investors have recorded terrific gains and can "harvest" tax losses to offset those, says Brad Bernstein of UBS. "Take losses now," says Bernstein, a UBS Wealth Management senior vice president in Center City. He has been swapping out under-performing mutual funds, reaping the losses, and swapping into better-performing mutual funds and exchange-traded funds.
BUSINESS
October 20, 2014 | By Joseph N. DiStefano, Inquirer Staff Writer
The lengthy bull market has helped boost Vanguard Group investors' assets by $1 trillion since the end of 2011. New revenues from the fees investors pay have also been growing. Malvern-based Vanguard now manages $2.7 trillion in U.S. investments, up from $1.6 trillion in 2011. Rising stock values, plus Vanguard's growth at the expense of its rivals - it now controls 18 percent of U.S. mutual fund assets, up from 13 percent before the recession - has generated more than $1 billion in additional annual fees over the last three years.
BUSINESS
June 30, 2014 | By Reid Kanaley, Inquirer Columnist
After you retire, with the possibility of decades ahead of you, where should you park your nest egg? Experts are divided on how conservatively, or aggressively, you should invest your money. "Great funds to own in retirement," according to this post at Kiplinger.com, should continue to represent a mix of stocks and bonds. "Keep your focus on growth," writes Stacy Rapacon. She cites an expert, Tim Courtney of Exencial Wealth Advisors in Oklahoma, who recommends "putting 15 percent to 30 percent of your retirement portfolio in high-quality bonds and 5 percent to 15 percent in riskier bonds.
BUSINESS
February 18, 2014 | By Erin E. Arvedlund, Inquirer Columnist
You might not want to hear it, but it's a good time to take profits by selling some big gainers in your portfolios - since that's how you make money. Last year's fabulous stock market return is prompting such money managers as Mark Fried to sell some stock positions and wait for a pullback, then redeploy the cash into some favorite names. "In the last month or so, we have increased our cash position to 20 percent from 10 percent in conservative portfolios," the Newtown portfolio manager and president of TFG Wealth Management says in an interview.
BUSINESS
January 10, 2014 | By Erin E. Arvedlund, Inquirer Columnist
Investing in private equity used to be reserved for the wealthy. Only millionaires who were "accredited" or "qualified" to invest the big bucks had money in private equity - essentially, the One Percenters. Then, some of Wall Street's biggest private equity firms went public, such as Blackstone Group L.P. (symbol: BX), Fortress (FIG) and Kohlberg Kravis & Roberts (KKR). (Bain Capital L.L.C. remains private, but gained fame when partner Mitt Romney ran as a presidential candidate.)
BUSINESS
November 28, 2013 | By Erin E. Arvedlund, Inquirer Columnist
All of a sudden, Wall Street loves China - again. After a major conference of Chinese leaders this month, the socio-economic changes foreign investors have demanded for decades are on the horizon. "The new [Chinese] policies will create meaningful opportunities for foreign private investments in all sectors, especially health care and consumer sectors," said Charles Gradante, founder of Hennessee Group L.L.C., a money-management firm based in New York City that concentrates on hedge funds.
BUSINESS
September 13, 2013 | By Erin E. Arvedlund, Inquirer Columnist
Whether you are bullish or bearish on Apple (symbol: APPL), the maker of iPhones and iPads represents an enormous influence in the stock market. Here are some ways to find Apple in your portfolio - whether you are a buyer or a seller. Apple on Tuesday introduced two newly priced phones, an action investors didn't like. We'll see if consumers feel differently. Sellers pushed the stock down roughly 5 percent to $467. For bulls, this is a buying opportunity. For bears, here are some ways to weed out the technology giant from your portfolio.
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