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Dear Friend,

Below are our latest blog posts for the week of February 16th.  Click on the links below to view the full article.

The Fed Speaks and CEF Investors Breathe a Sigh of Relief

For the past several months, closed-end fund investors have taken a greater interest in Federal Reserve policy “forecasts” on raising short-term interest rates.  If none other than to gauge how and when their fund’s internal expenses will rise as a result of increased structural leverage costs.

What To Make Of The Pullback In Treasury Bond ETFs

The pullback in Treasury bond ETFs over the last three weeks has caught many fixed-income investors off guard. The stock market volatility in January pushed yields on the 30-Year Treasury Note Yield (TYX) to all-time lows, which consequently led to strength in funds such as the iShares 20+ Year Treasury Bond ETF (TLT) and Vanguard Extended Duration ETF (EDV).

It’s 13F Season Again – Are You Excited?

Getting a peek at some of the top holdings of the world’s most famous and successful investors seems like an exciting moment that should be celebrated on the caliber of the Fed meeting. However, there are some poignant facts you should know before you go making any changes to your portfolio based on these findings.

Do Commodity ETFs Deserve A Place In Your Portfolio?

Published on NASDAQ.com

The deflationary price action of commodities over the last several years has brought into question whether investments such as gold, oil, or agriculture deserve a place in your investment portfolio.  Many of these asset classes are traded on futures exchanges, but are easily accessible in a highly liquid and relatively low-cost exchange-traded fund.

SPECIAL REPORT: Ultimate Bond ETF Guide

Bond funds may be the least exciting category of our three-sleeved portfolio, but also one of the most critical to get right as global central banks continue to tinker with interest rates and stimulus measures. This asset class includes numerous sector, duration, credit, tax exposure, and hedging options to incorporate in your portfolio. In addition, fixed-income plays a vital role in smoothing out the volatility of risk assets such as stocks and alternative income solutions.

Download the the final installment of our 3-part Ultimate ETF Income Guide

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

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