Below are our latest blog posts for the week of May 25th.  Click on the links below to view the full article.

The Treasury market has understandably had a lot to grapple with this year.  Price action has been dictated by the increasing threat of a hike in short-term interest rates or the subsequent hangover from commodity and currency volatility.  The real question that remains, as individual and institutional investors alike position themselves along the yield curve – are long dated Treasuries going to rally on the news of a rate hike or could we see a repeat of 2013?

The debate between ETFs and mutual funds has become more polarizing in recent years as investors continue to be dazzled by the tremendous advantages ETFs have over their competition. Mutual funds have been tarnished by their high fees, lack of transparency, tax inefficiency, and overall lackluster performance.

When building out an ETF portfolio, many investors prefer to slant their large-cap U.S. stock exposure towards growth or value characteristics.

The benefit to this methodology is that you have greater flexibility to hone in on a specific theme that you (or your advisor) believe will outperform over the long run. The downside is that you may choose wrong and end up leaving money on the table versus a traditional broad-based index such as the iShares S&P 500 ETF (IVV).

Published on NASDAQ.com

Exchange-traded funds (ETFs) have become an increasingly popular tool for investing in a diverse portfolio of stocks or bonds. These low-cost index funds offer immediate access, transparency, and liquidity across a variety of market segments.

Despite all of their strengths, there are still some areas of the investment universe that ETFs aren’t able to journey into based on their structure and investment mandates.

P.S. Did you know our core actively managed ETF portfolio minimums start at just $100,000?

Learn more about our new client onboarding process.  Our client accounts are custodied at TD Ameritrade and we do all the work of account setup, transfer, and service for you.  It’s never been easier to get started working with a fee-only investment adviser today.