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Dear Investor

Below are our latest blog posts for the week of July 13th.  Click on the links below to view the full article.

A Peak Under The Hood Of The New O’Leary Dividend ETF

Kevin O’Leary, of Shark Tank fame, has morphed into of the most polarizing investment figures on reality TV. Now he is taking his talents off-camera by releasing his first U.S.-listed exchange-traded fund focused on dividend paying stocks.

The O’Shares FTSE US Quality Dividend ETF (OUSA) debuted this week to a great deal of intrigue by the financial media. Whether you love or hate O’Leary for his no-nonsense criticism and direct business style, this new ETF is certainly worth a look for serious income investors.

iShares Needs To Trim Fees On These 3 ETFs

One of the reasons I love exchange-traded funds is the majority of the industries’ assets are concentrated in products with very low fees. Sure there are a few rogue funds out there with 2%+ expense ratios, but these are primarily relegated to the black corners of obscurity.

I’m more focused on companies such as Vanguard, Charles Schwab, and Fidelity that have built solid platforms in the ETF world because of their commitment to offering the lowest costs possible for investors.

Evaluating Opportunities In Equal Weight ETFs

Published on NASDAQ.com

Equal weight exchange-traded funds are one of the oldest and most easily understood of all the smart beta strategies. Simply put, these indexes allocate an equal portion of the underlying assets to each of the designated holdings.   While that may not seem like an important distinction, it can have a tremendous impact on the overall portfolio construction, performance, fees, and risk of a particular group of stocks.

VIDEO: July 2015 Chart Review

In our monthly ETF chart roundup video, we analyze the current trends of the market along with important technical indicators.  The key themes to watch this month are large cap stocks, small cap stocks, volatility, China, Treasury bonds, and commodities. Recorded after the market close on July 7, 2015.

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

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