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Dear Friend,

Below are our latest blog posts for the week of February 23rd.  Click on the links below to view the full article.

What To Do If You Are Deep In A Hole

I recently had a shocking conversation with a gentleman who was evaluating our asset management services for what was left of his once sizeable investment portfolio. As I often do with new investors that I meet, I asked him to give me a brief synopsis of his recent investment history and financial acumen.

What he told me was unbelievable…

Vanguard’s 3 Highest Yielding ETFs

The search for the highest yielding ETFs can be an interesting exercise in price movement and risk dynamics. After all, the funds with the largest expected dividend streams are usually in that category because of relative underperformance or above-average risk behavior.

That doesn’t mean these funds should be shunned because of their sky high income – rather they should be carefully researched and implemented in the proper environment to maximize total return

International ETFs Watchlist: Current Trends And Thoughts

Published on Seeitmarket.com

The landscape of international investing has become more complex than ever, particularly for ETF investors. The reason for this is actually a good thing – there are now more choices than ever when it comes to varying country, regional, economic development, or currency exposure than ever.

The hottest trend right now is in currency-hedged ETFs that hold a diversified basket of international stocks with short positions in the underlying local currency.

2 New Must-Watch Bond ETFs For 2015

Published on NASDAQ.com

Bond ETFs have become a hot topic once again as fixed-income investors are set to contend with a myriad of risks and opportunities through the remainder of 2015. While bond yields are now off their lows for the year and many funds now offering a more attractive entry point, there are still important criteria to consider in the areas of credit quality, duration, and sector exposure. This becomes even more critical when the prospect of a Fed rate hike has the potential to significantly alter the landscape that everyone has become accustomed to over the last five years.

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.