Podcasts about exchange traded funds

Wie entsteht ein ETF – von der ersten Idee bis zum milliardenschweren Produkt? Zum 25. Geburtstag der Exchange Traded Funds werfen wir einen Blick hinter die Kulissen: Wie kommen Indextracker überhaupt an den Markt? Wer hat die Ideen zu den einzelnen Themen? Welche Rolle spielen Indexanbieter, Regulatorik und Market Maker? Und was macht einen ETF eigentlich erfolgreich? Diese Fragen beantwortet Thomas Meyer zu Drewer, ETF-Pionier und Leiter des Öffentlichen Vertriebs bei Amundi Deutschland, im Gespräch mit der Börse Frankfurt. Seien Sie dabei, wenn wir den ETF-Maschinenraum der Indextracker betreten Börse@home ist Ihre Lunch-Break für alle Börsenthemen: 30 Minuten konzentrierte Information von wechselnden Börsenkennerinnen und -kennern mit viel Zeit für Ihre Fragen im Anschluss. Jeden Montag um 12 Uhr.

ETFs come in many different styles and can help with diversification inside of client portfolios. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Chcesz wejść w świat inwestowania na giełdzie, ale nie wiesz, od czego zacząć? W tym odcinku razem z Piotrem Głowiackim rozkładamy na czynniki pierwsze temat ETF-ów – nowoczesnych funduszy, które zrewolucjonizowały sposób inwestowania dla milionów ludzi na całym świecie. 🔗 Zarejestruj się do platformy z tego linku i odbierz do 20 darmowych akcji (nawet do 800 USD każda): https://freedom24.club/Pawel_Albrecht Jak odebrać bonusowe akcje? 1. Przejdź do swojego profilu na platformie Freedom24 (upewnij się, że wybrano konto handlowe). 2. Kliknij „Wprowadź kod promocyjny”. 3. Wpisz kod ( podany na stronie https://freedom24.club/Pawel_Albrecht ) i kliknij „Użyj”. 4. Otrzymasz bonusowe akcje w ramach losowania. ⚠️ Zastrzeżenie dotyczące ryzyka inwestycyjnego: *Inwestowanie wiąże się z ryzykiem. Twój kapitał jest zagrożony. Przeszłe prognozy i wyniki nie są wiarygodnymi wskaźnikami przyszłych wyników. Przed dokonaniem jakiejkolwiek inwestycji konieczne jest przeprowadzenie własnej analizy. W razie potrzeby należy uważnie zasięgnąć niezależnej porady inwestycyjnej u certyfikowanego specjalisty. 📈 Czym właściwie jest ETF? ETF (ang. Exchange Traded Fund) to fundusz inwestycyjny notowany na giełdzie, który odwzorowuje zachowanie konkretnego indeksu, koszyka akcji, obligacji, surowców lub innych aktywów. Zamiast kupować pojedyncze akcje czy obligacje, kupując jednostkę ETF-a zyskujesz ekspozycję na cały rynek lub branżę. ETF-y łączą zalety akcji (łatwość kupna i sprzedaży na giełdzie) z zaletami funduszy inwestycyjnych (dywersyfikacja ryzyka). Dlaczego ETF-y cieszą się rosnącą popularnością? 🔹 Prostota i transparentność 🔹 Dywersyfikacja już od jednej inwestycji 🔹 Niskie koszty zarządzania 🔹 Płynność i dostępność na wielu platformach 🔹 Możliwość inwestowania w różne sektory, regiony i tematy (np. zdrowie, AI, surowce) 👨‍🏫 W wywiadzie razem z Piotrem: - Tłumaczymy krok po kroku, czym są ETF-y i dla kogo są najlepszym wyborem - Przedstawiamy rodzaje ETF-ów: indeksowe, sektorowe, tematyczne, geograficzne, surowcowe i obligacyjne - Pokazujemy jak wygląda przykładowy portfel ETF-ów dla osoby początkującej - Wyjaśniamy różnicę między ETF-ami akumulującymi (ACC) a dystrybuującymi (DIST) – i który lepiej sprawdzi się dla polskiego inwestora - Ostrzegamy przed najczęstszymi błędami i ryzykami związanymi z inwestowaniem w ETF-y - Odpowiadamy na pytania o ryzyko walutowe, modne ETF-y, i strategię inwestycyjną DCA 📊 Część praktyczna: Pokazuję też na swoim ekranie jak w praktyce kupić ETF-a przez platformę Freedom24 z której prywatnie korzystam.

Exchange-traded funds, or ETFs, are rapidly growing in popularity, and for good reason. ETFs offer investors an easy, cost-efficient way to diversify their portfolios. But what are they, and what advantages do they offer over other investments? Deirdre Gibson joins us today to talk about ETFs and why you should consider putting some in your portfolio.Deirdre Gibson is a Senior National Sales Consultant and ETF Specialist for Praxis Investment Management, an underwriter of Faith & Finance. What Is an ETF—and How Does It Differ from a Mutual Fund?Think of an ETF as a basket of investments—stocks, bonds, or even commodities—that trades on an exchange like a stock. Unlike mutual funds, which process trades at the end of the day, ETFs allow you to buy and sell shares throughout the day. This provides investors with more flexibility, especially during volatile market conditions.ETFs are also more tax-efficient than mutual funds. Mutual fund transactions often trigger taxable events for all shareholders, whereas ETFs, due to their structure, generally limit capital gains taxes.Like mutual funds, ETFs offer built-in diversification by holding a variety of assets. This helps reduce risk—if one stock in the fund dips, others can offset the loss. It's also advised to avoid trading ETFs during the first and last 10 minutes of the market day, when prices are more volatile and spreads are wider.While some ETFs are straightforward, others are complex. For example, oil futures ETFs don't always track the price of oil as expected, making them riskier for everyday investors. Thankfully, ETF issuers are required to disclose all holdings and strategies on their websites, empowering investors to make informed decisions.Faith-Based Investing with PraxisHistorically, faith-based investing has centered around mutual funds. But that's changing. Praxis recently launched two ETFs designed with Christian values at their core:PRXG: Praxis Impact Large Cap Growth ETFPRXV: Praxis Impact Large Cap Value ETFThese funds reflect biblical principles by screening out companies involved in harmful practices and engaging with others to encourage positive change. One powerful example? Praxis helped Hershey and other chocolate companies address child slavery in their supply chains—an impact made possible through years of collaborative engagement.For 2025, Praxis is focusing on technological transformation, particularly in the areas of artificial intelligence and quantum computing. It's vital to have Christians at the table asking not just what is possible, but what kind of future we want to create.If you're interested in faith-based investing and work with a financial advisor, we encourage you to start a conversation with them. Your advisor wants to help you achieve your goals, and your values are an integral part of that. More advisors today are equipped to offer faith-based investments that don't compromise on financial performance.Learn MoreYou can explore Praxis's biblically responsible investment solutions, including their new ETFs, by visiting praxisinvests.com.Faithful investing is more accessible than ever. With tools like ETFs and firms like Praxis leading the way, it's possible to steward God's resources with wisdom, impact, and integrity.On Today's Program, Rob Answers Listener Questions:Should I prioritize charity donations and extra mortgage payments or build up my emergency savings first?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazinePraxis Investment ManagementWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Exchange traded funds offer investors an easy, cost-efficient way to diversify their portfolios. But what are they and what advantages do they offer over other investments? On the next Faith & Finance Live, Rob West will welcome Deirdre Gibson to talk about ETFs and perhaps why you should consider putting some in your portfolio. Then Rob will answer your calls and questions about finances. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

ETFs have taken over the world, or at least that's what you'd believe if you spent any time reading financial media in the US. Passive investing! Low costs! No fund manager egos! And of course, that looming prediction: “ETFs will destroy price discovery!” But in India? Crickets. While ETFs have become mainstream in the US, with trillions of dollars flowing into passive investing strategies, India's ETF story is still unfolding. Why haven't ETFs exploded in India despite our obsession with stocks? And more importantly, should you be investing in ETFs or mutual funds? In this episode, Deepak and Shray get into the weeds on all things Exchange Traded Funds — what they are, how they work, where they don't work, and why, despite sounding like the next great revolution in investing, they haven't quite clicked here yet. 00:00:00 - Introduction 00:02:01 - How big are ETFs? 00:07:30 - Why are ETFs so successful in the US 00:09:42 - How do ETFs work? 00:13:52 - Isn't it better to move into ETFs then? 00:16:01 - Who are you buying the ETF from? 00:20:08 - Are there any advantages in ETFs over MFs in India? 00:25:10 - What role do Market Makers play in ETFs? 00:30:12 - When and why do ETF prices trade above their NAV? 00:39:14 - Role of liquidity in ETF prices 00:42:06 - Why don't people do SIPs into ETFs and Stocks? 00:48:44 - How are ETFs useful for investors? 00:53:17 - What about Commodity ETFs? 00:55:47 - What about Liquid ETFs? 00:59:52 - How do regulations like stock-lending and free-float impact ETF returns? 01:04:53 - What are Deepak's thoughts about Active ETFs? 01:07:06 - Will ETFs gain market share from Mutual Funds?

Cyberkriminalität nimmt rasant zu – besonders im Bereich Finanzen und Investieren. Ich spreche mit Philipp Genduth, Cybercrime-Experte und Co-Founder von finanzenverstehen.at, über aktuelle Betrugsmaschen und wie Anleger sich schützen können. Lerne, worauf du achten musst, bevor es zu spät ist. Wenn du noch tiefer einsteigen möchtest: Philipp bietet auch Schulungen und Awareness-Trainings zum Thema Cybercrime an – mehr Infos findest du in den Shownotes. Viel Spaß beim Anhören! ++ Werbung +++ Wie können kleine, regelmäßige Investitionen über die Jahre zu einer beachtlichen Summe anwachsen? Durch die Macht des Zinseszinseffekts. Wenn du deine Erträge immer wieder anlegst, wächst dein Kapital im Regelfall schneller. Du verdienst also Zinsen auf deine Zinsen, die sich über die Jahre summieren können! Auf www.invesco.de findest du einen ETF-Sparplanrechner, der dir zeigt, wie das funktioniert. Invesco ist einer der weltweit führenden Vermögensverwalter und bietet dir über 140 Exchange Traded Funds, kurz ETFs. Darunter kosteneffiziente Kernbausteine wie den S&P 500, Nasdaq 100 oder FTSE All World. Mehr Infos unter: https://go.extraetf.com/invesco-podcast-09042025 ++++++++

Sparen macht Spaß – und Entsparen noch mehr. Doch wie entnimmt man das über Jahre aufgebaute Vermögen möglichst effizient? Niemand möchte im Rentenalter den Lebensstandard runterschrauben müssen. Doch wer auf zu großem Fuß lebt, geht das Geld zu schnell aus. Wir stellen im neuen Extra-Magazin die vier besten Entnahmestrategien vor. Zudem streiten Roman Reher (Blocktrainer) und Prof. Dr. Peter Bofinger über die Einführung der Bitcoin Staatsreserve in den USA. Und natürlich darf auch der große Robo-Advisors-Test nicht fehlen. Viel Spaß beim Anhören! + ANZEIGE + Seid ihr auf der Suche nach Investitionen der Zukunft? Invesco ist einer der weltweit führenden Vermögensverwalter und verfügt über eine breite Palette von über 140 Exchange Traded Funds, kurz ETFs. Die Invesco Nasdaq ETF-Familie bieten euch die Möglichkeit, in zukunftsweisende Technologien und etablierte Marken zu investieren, denn der Nasdaq-100 ist der bekannteste Tech-Index der Welt. Hier sind die 100 größten börsennotierten Unternehmen der Börse NASDAQ gelistet – darunter Apple, Microsoft, Amazon oder auch Nvidia. Mehr dazu erfahrt ihr unter: https://go.extraetf.com/invesco-podcast-02042025 ++++++++

There are a number of interesting and odd Exchange Traded Funds out there and we found one that is truly out of this world. Chief Executive Matthew Tuttle, Chief Executive of Tuttle Capital, is here to explain the motivation behind their new ETF that invests in companies with potential links to alien technology and the potential risks. Find out more at tuttlecap.com and connect on X.

Are you taking on too much risk by investing in individual stocks, or could a broader sector-based index ETF help protect your portfolio from major swings in the market?In today's episode, we tackle a common dilemma for investors—should you bet on single stocks or spread your risk across a sector index ETF by digging into a case study. With the markets constantly fluctuating, it's easy to get drawn into individual stocks that seem to have huge upside potential, but this comes with the risk of major losses when those stocks take a dive. We break down how the recent market turmoil, including a significant drop in Nvidia (NVDA), highlights the risks of going all-in on a single stock, especially when the stock is highly speculative or overvalued. Meanwhile, index ETFs like the Nasdaq 100 (QQQ) offer diversification that helps shield investors from these large, company-specific downturns.For anyone looking to grow their wealth without risking it all on one company, this episode will help you understand the balance between higher returns and risk exposure. We dive into actual market data, using Nvidia's recent struggles and the relative stability of the QQQs, to demonstrate how a diversified index ETF strategy can help protect your investments while still providing strong growth potential. If you're questioning whether to double down on your single stock picks or diversify, this episode is the perfect resource to help you decide.Discover what happens when a high-growth tech stock like Nvidia faces major challenges and how that impacts your portfolio depending on your position sizing; Learn how investing in a sector index ETF can reduce risk, even if individual stocks within the index ETF experience volatility; and,Understand how choosing the right mix of investments can help you manage potential losses while still positioning yourself for long-term growth.Hit play now to find out how to protect your portfolio from the risks of single-stock investing and discover the power of diversification.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida approach the fixed-income portion of her investment portfolio? Would a balanced fund be good for asset allocation in the decumulation phase for DJ in Missouri? Plus, Karen wants to make a one-time roulette investment. Should she hire a broker or do it herself? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on investing from the basics to the alternatives, today on Your Money, Your Wealth® podcast number 516. But first, something for YMYW's legion of Old-Fashioned drinkers: find out how you can put your money where your mouth is with our special guest Jeremy Kasler, the founder and CEO of CaskX, making investing in whiskey and bourbon more accessible and transparent for investors. Access free financial resources and the episode transcript: https://bit.ly/ymyw-516 DOWNLOAD The Investing Basics Guide WATCH Financial Facts vs. Fiction: The Truth May Shock You! on YMYW TV DOWNLOAD The Retirement Readiness Guide WATCH the full interview with Jeremy Kasler of CaskX ASK Joe & Big Al for your Retirement Spitball Analysis CALCULATE your free Financial Blueprint SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:55 - How to Invest in Bourbon and Whiskey with Jeremy Kasler, Founder and CEO of CaskX (watch the full interview exclusively on YouTube) 12:17 - Watch Financial Fact vs. Fiction: The Truth May Shock You! On YMYW TV, Download the Retirement Readiness Guide 13:09 - Big Al and Joe's Favorite Bourbons or Whiskeys 15:17 - ETFs vs. Mutual Funds Explained (Mike, CO) 18:34 - Bonds, Bond Funds, TIPs, CDs: Where to Invest for Fixed Income? (Lauren, FL) 21:47 - Download the Investing Basics Guide, Calculate your Free Financial Blueprint 22:54 - Is a Balanced Fund Good for Asset Allocation in the Decumulation Phase? (DJ, Missouri) 27:33 - One-Time Roulette Investment: Should I Hire a Broker or Do It Myself? (Karen) 31:46 - Outro: Next Week on the YMYW Podcast

Als erstes Kern-Investment würde ich meinen bescheidenen Reichtum bzw. jenen Teil des verfügbaren Einkommens, den ich investieren möchte und grundsätzlich zumindest drei bis fünf Jahre entbehren kann in einen Fonds oder ETFs statt in Einzelwerte investieren. Denn sowohl bei Fonds als auch bei ETFs streue ich das Verlustrisiko auf viele verschiedene Wertpapiere. Fonds oder ETFs ist nämlich gemein, dass Sie in einen ganzen Korb verschiedenster Aktien und /oder Anleihen investieren und man einen Anteil an diesem Korb erwirbt.Der wesentliche Unterschied zwischen Fonds und ETFs ist, dass bei klassischen Fonds ein Fondmanager die Wertpapiere für Dich aussucht, in die Du investiert und der muss natürlich bezahlt werden. Bei einem Exchange Traded Fund, kurz ETF erfolgt die Auswahl transparent und automatisch, indem in den Korb, an dem Du Dich beteiligst, einfach genau jene Werte mit der gleichen Gewichtung kommen, wie sie ein bestimmter Börsenindex beinhaltet.Bei einem Weltaktien-ETF wird etwa häufig der MSCI World abgebildet oder für Investments in Norderamerika der S&P 500, der die 500 wertvollsten Aktien an den US-Börsen enthält.Wer es europäisch breit gestreut haben möchte, der wählt etwa einen ETF auf den EuroSTOXX 600.Warum ich als erstes Investment ein bis zwei breit gestreuten Aktien-ETFs wählen würde und warum Gold in kleinen Dosen auch Sinn machen kann, das begründe ich in einer der nächsten Folgen der Börsenminute - immer wieder samstags…– Anlegen2go! Go! Investieren heute, nicht übermorgen!Happy Investing wünscht Euch Julia KistnerMusik- & Soundrechte:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind weder Anlage- noch Rechtsempfehlungen. Was ihr aus dem Inhalt der Börsenminute macht, liegt in Eurer Hand und Eurer Verantwortung. Podcast-Host Julia Kistner übernimmt dafür keinerlei Haftung.#ETF #Fonds #Vermögen #anlegen #Einzelaktie #Kerninvestment #Risiko-Ertragsverhältnis #investieren

Bloomberg Senior ETF analyst Eric Balchunas reveals Trumps plan to launch his very own Bitcoin ETF, "Trump is going to launch a Bitcoin Plus ETF. Safe to say first-ever POTUS ETF issuer. What a country.." Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you tired of stressing over which individual stocks you should be adding to your Canadian investment portfolio? Wondering if there's a smarter, simpler way to invest without losing sleep over market swings?In this episode, we explore why Exchange Traded Funds (ETFs) have quickly revolutionized how Canadian investors—from beginners to seasoned pros—build wealth. Whether you're looking for a hands-off Canadian investment strategy or want to actively trade like a pro, ETFs offer unparalleled flexibility, diversification, and cost-effectiveness. You'll discover how these powerful investment tools can protect you from the pitfalls of single-stock investing and why they're a key component of a Canadian millionaire's long-term success.What you'll learn:Learn why ETFs are often a smarter, safer alternative to individual stocks.Discover how ETFs cater to both passive "set it and forget it" investors and those who love hands-on strategies.Get a clear, actionable roadmap for starting your self-directed, ETF investment journey today.Press play now and learn how to make ETFs a cornerstone of your wealth-building strategy—because smarter investing starts with informed decisions.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Canadian Wealth Secrets Show Notes Page:Interested in opening an Interactive Brokers Trading Account and getting a welcome bonus? Use our referral link here so you get a welcome bonus. Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence retire early (FIRE) requires smart planning, especially when it comes to growing your net worth and generating passive income with a focus on the sequence of returns of your Canadian investment portfolio. In this episode, we focus on why Canadian investors are better diversified and protected using index Exchange Traded Funds (ETFs) instead of trying to pick the next best stock on the TSX, S&P500 or NASDAQ. For Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

2024 was a transformative year for the ETF industry, with record-setting inflows surpassing expectations in Canada and globally. The momentum in this market shows no signs of slowing down, with several key themes taking center stage throughout the year. What were the biggest factors shaping the ETF landscape in 2024, and what should investors keep an eye on heading into 2025?Join Chiara Carozzi, Business Development Manager, TD Asset Management Inc. (TDAM) and Andres Rincon, Managing Director, Head of ETF Sales and Strategy, TD Securities, as they explore evolving trends, differentiators in the Canadian ETF market versus the rest of the world, and what might be ahead in 2025. Also - check out Andres' podcast "Buyside Views" here: https://www.tdsecurities.com/ca/en/buyside-views For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

On this week's Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the risks of investing too heavily in volatile assets like Bitcoin. Plus, they engage listeners in conversations regarding the complexities of financial products such as annuities and variable contracts. Finally, Allworth's Director of Client Experience, Victoria Bogner, shares a case illustrating the importance of understanding financial agreements, showing how one individual dramatically maximized her benefits through careful reading and strategic planning. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

Exchange Traded Funds or ETFs have boomed in recent years. Chris Brycki, founder and CEO of online investment adviser Stockspot, gives Sean Aylmer five ETFs to watch in 2025.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Exchange Traded Funds or ETFs have boomed in recent years. Chris Brycki, founder and CEO of online investment adviser Stockspot, gives Sean Aylmer five ETFs to watch in 2025.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In dieser Folge sprechen wir mit wikifolio-Legende Richard Dobetsberger, dem erfolgreichen Trader hinter dem Umbrella-Musterportfolio, das seit 2012 eine beeindruckende Rendite von rund +3.200 % erzielt hat. Richard gibt exklusive Einblicke in seine Strategie, wie er Unternehmen auswählt und welche Kennzahlen für ihn entscheidend sind. Wir sprechen auch über seine konzentrierte Portfolioauswahl, aktuelle Aktien wie Tesla, Palantir und Rheinmetall und seine Meinung zu ETFs. Erfahre, wie er Herausforderungen gemeistert hat und was ihn inspiriert, seine Strategien über wikifolio investierbar zu machen. Viel Spaß beim Anhören! +++ ANZEIGE +++ Habt ihr euch gefragt, wie ihr kostengünstig und breit gestreut in globale Märkte investieren könnt? Invesco ist einer der weltweit führenden Vermögensverwalter mit 1,8 Billionen US-Dollar an verwaltetem Vermögen und verfügt über eine breite Palette von über 140 Exchange Traded Funds, kurz ETFs. Der globale Welt-ETF von Invesco verwaltet 600 Millionen Euro und zählt mit laufenden Gebühren von nur 0,15 Prozent pro Jahr zu den kostengünstigsten Möglichkeiten, um in mehr als 4.000 Unternehmen aus Industrie- und Schwellenländern zu investieren. Entdeckt mehr dazu auf https://go.extraetf.com/invesco-podcast-181224 ++++++++

Die Aussichten sind gut: Die US-Wahlen brachten Klarheit, die Inflation sinkt und das Wachstum ist kraftvoll. Gibt das nicht Spielraum für Zinssenkungen? Was macht die Federal Reserve Bank und wann ist mit einem Zinsschritt zu rechnen? Was können Anleihe-Investoren erwarten und was hält 2025 für Zins-Fans bereit? All diese Fragen klären wir mit Konrad Kleinfeld, Leitung der Fixed-Income-Sales-Unit bei State Street Global Advisors. Viel Spaß beim Anhören! ++++++++ Wie können kleine, regelmäßige Investitionen über die Jahre zu einer beachtlichen Summe anwachsen? Invesco ist einer der weltweit führenden Vermögensverwalter mit 1,8 Billionen US-Dollar an verwaltetem Vermögen und verfügt über eine breite Palette von über 140 Exchange Traded Funds, kurz ETFs. Darunter kosteneffiziente Kernbausteine wie den S&P 500, Nasdaq 100 oder FTSE All World. Auf www.invesco.de findet ihr einen Sparplanrechner, der euch zeigt, wie der Zinseszinseffekt funktioniert. Zum Beispiel: Wenn ihr über 20 Jahre monatlich 100 Euro investiert hättet, hättet ihr am Ende möglicherweise über 30.000 Euro haben können, abhängig von der jeweiligen Wertentwicklung, wobei bei Anlagen auch immer ein Kapitalanlagerisiko vorliegen kann. Probiert den Sparplanrechner aus! Hier geht es zum ETF-Sparplanrechner https://go.extraetf.com/invesco-podcast-sparplanrechner-111224 Disclaimer für die Shownotes: Diese Marketing-Anzeige dient lediglich zu Diskussionszwecken und richtet sich ausschließlich an Anleger in Deutschland. Stand der Daten: 23.10.2024 sofern nicht anders angegeben. Dies ist Marketingmaterial und kein Anlagerat. Es ist nicht als Empfehlung zum Kauf oder Verkauf einer bestimmten Anlageklasse, eines Wertpapiers oder einer Strategie gedacht. Regulatorische Anforderungen, die die Unparteilichkeit von Anlage- oder Anlagestrategieempfehlungen verlangen, sind daher nicht anwendbar, ebenso wenig wie das Handelsverbot vor deren Veröffentlichung. Die Ansichten und Meinungen beruhen auf den aktuellen Marktbedingungen und können sich jederzeit ändern. Herausgegeben durch Invesco Investment Management Limited, Ground Floor, 2 Cumberland Place, Fenian Street, Dublin 2, Irland [EMEA 3959944 /2024] ++++++++

Le sujet :Avec une popularité croissante depuis plusieurs années, les ETF (Exchange Traded Funds) s'imposent comme des outils financiers incontournables pour diversifier ses investissements. Simples d'accès, avec des frais moyens en France autour de 0,37 % pour les ETF actions, ils séduisent une nouvelle génération d'investisseurs grâce à leur flexibilité. Les enveloppes comme l'assurance-vie, le PER ou le PEA permettent aujourd'hui d'intégrer facilement ces produits dans un portefeuille. Les ETF couvrent une grande variété de secteurs, de zones géographiques et de thématiques, y compris des investissements alignés sur les critères ESG.L'invité du jour :Gaëtan Delculé, Directeur des ETF chez chez Amundi, dispose de plus de 15 ans d'expérience dans la gestion et la distribution des ETF. Au micro de Matthieu Stefani, il partage son expertise sur les stratégies de diversification et les étapes clés pour intégrer les ETF dans un portefeuille d'investissement. En tant que fournisseur européen d'ETF, Amundi accompagne les investisseurs, qu'ils soient particuliers ou institutionnels, dans leurs démarches financières.Quelles étapes suivre pour définir un projet d'épargne avant de se lancer dans les ETF ?Quels critères sont essentiels pour choisir un ETF (frais, performance, réputation du fournisseur) ?Pourquoi l'épargne programmée est-elle recommandée pour investir dans des ETF avec de petits montants ?Dans quelles enveloppes fiscales peut-on loger des ETF et quels sont leurs avantages respectifs ?Comment diversifier un portefeuille grâce aux ETF géographiques, sectoriels ou thématiques ?Quels sont les principaux ETF alignés sur les critères ESG, et comment leur conformité est-elle vérifiée ?En quoi les ETF rendent-ils les investissements dans des marchés comme l'Asie ou les obligations plus accessibles qu'auparavant ? On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Cet épisode a été réalisé en partenariat avec Amundi, n°1 en France des solutions d'investissement.

There's a great investing option out there, and chances are, it's not in your portfolio.That option is Exchange-Traded Funds or ETFs, and they're worth considering. Brian Mumbert joins us today to discuss the advantages of ETFs.Brian Mumbert is Vice President and Regional Sales Executive at Timothy Plan, an underwriter of Faith & Finance.What is an ETF?An Exchange-Traded Fund (ETF) is an investment option similar to a mutual fund but with distinct features. ETFs typically follow an index, such as the S&P 500 or NASDAQ, and are not actively managed. This means that an ETF holds a broad mix of investments, providing diversification that tracks the chosen index. One key advantage is that ETFs, like stocks, can be traded throughout the day, allowing investors to buy or sell at the current market price.How Do ETFs Differ from Mutual Funds?Unlike mutual funds, where the exact purchase price isn't known until the end of the trading day, ETFs offer real-time pricing. This flexibility allows investors to trade whenever they choose during market hours. Additionally, mutual funds may pass on capital gains taxes to investors due to asset sales by fund managers, but ETFs generally avoid this by trading “baskets” of stocks, potentially reducing tax liability.Transparency and Tax AdvantagesETFs offer high transparency, with daily disclosures of their holdings. This transparency is a significant benefit for investors who prioritize clarity in where their money goes. Tax advantages are another key feature; ETFs often avoid capital gains taxes, which can be passed on to mutual fund holders, especially during high turnover periods.Faith-Based Screening for ETFsTimothy Plan applies the same rigorous faith-based screening to its ETFs as it does to its mutual funds. These screenings filter out companies that conflict with Christian values. While ETFs are passively managed, which can mean a slight delay in removing non-compliant holdings, Timothy Plan flags them for removal to ensure alignment with their mission. This gives investors peace of mind, knowing their ETF investments are held to the same ethical standards as other Timothy Plan products.Lower Cost, Greater AccessibilityETFs offer a lower expense ratio than some mutual funds for investors looking for a cost-effective entry into faith-based investing. This affordability can make ETFs an attractive option for individuals who may be deterred by higher fees and a practical choice for adding diversified exposure to one's portfolio.Visit TimothyPlan.com for more details on Timothy Plan's offerings, including faith-based ETFs and mutual funds. With over 30 years of experience, Timothy Plan provides a reliable option for investors who want to align their finances with their faith.On Today's Program, Rob Answers Listener Questions:I'm 60 years old and want to retire early at 62. Before I do that, I'd like to pay off my house. Is that advisable?My son has started a new sales outside sales position and will receive a base salary. How can I advise him on how to begin a budget and maintain it when you have commission as your primary source of income?I was wanting to find out about a book you mentioned. I think it was for widows for budgeting who may not know how to do that, per se. What is the title of that book?We're revising our wills and deciding how much to give to our heirs and charity. What counsel do you have on how to make that decision?Resources Mentioned:Timothy PlanWise Women Managing Money: Expert Advice on Debt, Wealth, Budgeting, and More by Miriam Neff and Valerie Neff Hogan, JD.Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives by Ron BlueLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

There’s a great investing option out there called Exchange-Traded Funds or ETFs. And chances are, you don’t have one in your portfolio currently, but they’re definitely an option worth considering. On the next Faith & Finance Live, Rob West will discuss the advantages of ETFs with Brian Mumbert. Then, Rob will answer your financial questions. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here. To support the ministry of FaithFi, click here. To learn more about Rob West, click here. To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

On this week's episode, Charlene Young and Laith Khalaf talk you through the impact on business of rising National Insurance and minimum wage bills. Plus labour market data for the period to September showed us the gloomy reality for businesses before the Budget as stalling investment and hiring plans fueled rising redundancies and unemployment. The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how inflationary the bank thinks Rachel Reeves' Budget will prove, and the likelihood of her achieving her pledge of ‘growth, growth, growth'. Dan Coatsworth interviews Jack Caffrey from the JP Morgan American Investment Trust for his take on the US election and why the market reacted like it did to that Donald Trump victory. To continue our US theme, Laith looks at how some of those early “Trump Trades” have fared in the last week as the Trump starts to appoint his trusted team with some familiar names. Bitcoin gets a double mention – not only has it been breaking records but a UK pension scheme has announced it will be allocated 3% of its assets to diversify its investment base, in a break with tradition in the pension space. It's also looking like a record year for flows into Exchange Traded Funds. What are ETFs are what has made them so popular? On the other side of the coin, we look at outflows from Fundsmith Equity and why first-time buyers might find the frozen Lifetime ISA property limit locks them out of their dream family home.

In diesem exklusiven Interview spricht Andreas Kern, Gründer und Vorstand von wikifolio, über die Vision und das Konzept hinter der führenden Social Trading Plattform. Wir gehen der Frage nach, wie wikifolio funktioniert, wie Trader ihre eigenen Portfolios zusammenstellen und wie sich diese gegen den Markt behaupten. Andreas gibt Einblicke in die Performance der Top-Trader und verrät, welche Anlageklassen derzeit besonders gefragt sind. Außerdem erfahren wir mehr über die spannende Kooperation mit extraETF, die neue Möglichkeiten für eine lückenlose Portfolioüberwachung bietet. Abschließend gibt Andreas einen Ausblick auf zukünftige Innovationen und die Rolle von wikifolio in der sich verändernden Finanzlandschaft. Ein Muss für alle, die mehr über Social Trading und die Zukunft des Investierens erfahren wollen! Viel Spaß beim Anhören! ++ Anzeige ++ Wie könnt ihr Zugang zu den innovativsten Unternehmen der Welt erhalten? Invesco ist einer der weltweit führenden Vermögensverwalter mit 1,8 Billionen US-Dollar an verwaltetem Vermögen und verfügt über eine breite Palette von über 140 Exchange Traded Funds, kurz ETFs. Ein besonderes Highlight ist die Invesco Nasdaq ETF-Familie, die erste ihrer Art in Europa. Seit über 20 Jahren setzen Invesco und die Nasdaq sich dafür ein, Investoren Zugang zu innovativen Unternehmen zu ermöglichen. Diese ETFs bieten euch die Möglichkeit, in zukunftsweisende Technologien und etablierte Marken zu investieren. Mehr dazu erfahrt ihr auf https://go.extraetf.com/Invesco-Nasdaq-ETFs-podcast-061124 ++ Disclaimer ++ Diese Marketing-Anzeige dient lediglich zu Diskussionszwecken und richtet sich ausschließlich an Anleger in Deutschland. Stand der Daten: 23.10.2024 sofern nicht anders angegeben. Dies ist Marketingmaterial und kein Anlagerat. Es ist nicht als Empfehlung zum Kauf oder Verkauf einer bestimmten Anlageklasse, eines Wertpapiers oder einer Strategie gedacht. Regulatorische Anforderungen, die die Unparteilichkeit von Anlage- oder Anlagestrategieempfehlungen verlangen, sind daher nicht anwendbar, ebenso wenig wie das Handelsverbot vor deren Veröffentlichung. Die Ansichten und Meinungen beruhen auf den aktuellen Marktbedingungen und können sich jederzeit ändern. Herausgegeben durch Invesco Investment Management Limited, Ground Floor, 2 Cumberland Place, Fenian Street, Dublin 2, Irland [EMEA 3959944 /2024] ++++++++

Der Crash steht bevor, der Systemcrash steht bevor, nein, der Weltsystemcrash steht bevor. Crashpropheten haben auf Social Media Konjunktur und sehen für das Ersparte schwarz. Dr. Nikolaus Braun, Mitgründer der Honorarberatung Neunundvierzig und Buchautor, zeigt auf, welche Narrative die Crashpropheten bedienen, wie sich Anleger schützen können und wie sie ihre Einstellung zu Finanzen positiver gestalten können. Viel Spaß beim Anhören! ++ ANZEIGE ++ Habt ihr euch gefragt, wie ihr kostengünstig und breit gestreut in globale Märkte investieren könnt? Invesco ist einer der weltweit führenden Vermögensverwalter mit 1,8 Billionen US-Dollar an verwaltetem Vermögen und verfügt über eine breite Palette von über 140 Exchange Traded Funds, kurz ETFs. Der globale Welt-ETF von Invesco verwaltet 600 Millionen Euro und zählt mit laufenden Gebühren von nur 0,15 Prozent pro Jahr zu den kostengünstigsten Möglichkeiten, um in mehr als 4.000 Unternehmen aus Industrie- und Schwellenländern zu investieren. Entdeckt mehr dazu auf www.invesco.de Link zum Anbieter: https://go.extraetf.com/Invesco-ftse-all-world-ucits-etf-podcast-301024 +++ Disclaimer +++ Diese Marketing-Anzeige dient lediglich zu Diskussionszwecken und richtet sich ausschließlich an Anleger in Deutschland. Stand der Daten: 23.10.2024 sofern nicht anders angegeben. Dies ist Marketingmaterial und kein Anlagerat. Es ist nicht als Empfehlung zum Kauf oder Verkauf einer bestimmten Anlageklasse, eines Wertpapiers oder einer Strategie gedacht. Regulatorische Anforderungen, die die Unparteilichkeit von Anlage- oder Anlagestrategieempfehlungen verlangen, sind daher nicht anwendbar, ebenso wenig wie das Handelsverbot vor deren Veröffentlichung. Die Ansichten und Meinungen beruhen auf den aktuellen Marktbedingungen und können sich jederzeit ändern. Herausgegeben durch Invesco Investment Management Limited, Ground Floor, 2 Cumberland Place, Fenian Street, Dublin 2, Irland [EMEA 3959944 /2024] ++++++++

The risk of individual stock ownership was exemplified Wednesday and today.  I am referring to McDonalds.  But does that mean we should avoid individual stocks in exchange for baskets of equities such as mutual funds and Exchange Traded Funds?  Absolutely not.  But what it does mean is we need to have defensive strategies in place.

Our favorite investment class is not stocks, not bonds, not mutual funds.  But it is Exchange Traded Funds, aka ETFs.  But how do they work, what do you look for when buying them and what are the negatives?  We'll let you know.

The S&P 500 sank 2.1%, the Nasdaq lost 3.3%, and while the tech sector led stocks into the red, the Dow wasn't excluded from the bad day either, shedding over 600 points for a 1.5% loss. What's next? The Tuesday market dump was accompanied by weak manufacturing reports suggesting the economy is weakening. The Yield Curve actually un-inverted briefly, and then re-inverted. Markets sold off more sharply than expected for no apparent reason, led by semiconductors and The Most Significant Stock in the market, Nvidia. However, after the dust settled, it was learned (by the rest of us) Nvidia was served with a DOJ subpoena investigating "monopolistic" behavior AFTER the closing bell. Wonder how they knew that? The risks to the market remain: Polling suggests policy after the election WILL matter: What polices will actually be enacted, and how will they affect markets? Corp tax rates, 2017 tax cut expiration, healthcare costs; Lance waxes eloquent on his dietary restrictions, sugar in bacon (and other foods), and reading food labels. Assets in Leveraged and Exchange Traded Funds; the speculative nature of investors today. How leverage is a double-edged sword. SEG-1: Why Markets Took a Dump SEG-2: How Did They Know?? SEG-3: Risks to the Markets: Why Policy Matters SEG-4A: Sugared Bacon & Food Labels SEG-4B: The Speculative Nature of Investors Today Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIOJonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=GhchaeMYAw8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=570s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Market Correction Continue?" is here: https://www.youtube.com/watch?v=1Jx2J6xfbRg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Past Performance is No Guarantee..." https://www.youtube.com/watch?v=AJ1a845sbL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #Nvidia #DOJSubpoena #TechSector #PolicyMatters #2017TaxCuts #AffordableCareAct #ObamaCare #CorporateTaxCuts #MarketReturns #MarketBullishness #PastPerformance #NoGuarantee #PortfolioRisk #PortfolioComparison #HighYieldBond #Markets #Money #Investing

The S&P 500 sank 2.1%, the Nasdaq lost 3.3%, and while the tech sector led stocks into the red, the Dow wasn't excluded from the bad day either, shedding over 600 points for a 1.5% loss. What's next? The Tuesday market dump was accompanied by weak manufacturing reports suggesting the economy is weakening. The Yield Curve actually un-inverted briefly, and then re-inverted. Markets sold off more sharply than expected for no apparent reason, led by semiconductors and The Most Significant Stock in the market, Nvidia. However, after the dust settled, it was learned (by the rest of us) Nvidia was served with a DOJ subpoena investigating "monopolistic" behavior AFTER the closing bell. Wonder how they knew that? The risks to the market remain: Polling suggests policy after the election WILL matter: What polices will actually be enacted, and how will they affect markets? Corp tax rates, 2017 tax cut expiration, healthcare costs; Lance waxes eloquent on his dietary restrictions, sugar in bacon (and other foods), and reading food labels. Assets in Leveraged and Exchange Traded Funds; the speculative nature of investors today. How leverage is a double-edged sword. SEG-1: Why Markets Took a Dump SEG-2: How Did They Know?? SEG-3: Risks to the Markets: Why Policy Matters SEG-4A: Sugared Bacon & Food Labels SEG-4B: The Speculative Nature of Investors Today Hosted by RIA Advisors RIA Advisors Chief Investment Strategist Lance Roberts, CIOJonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=GhchaeMYAw8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=570s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will Market Correction Continue?" is here:  https://www.youtube.com/watch?v=1Jx2J6xfbRg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Past Performance is No Guarantee..." https://www.youtube.com/watch?v=AJ1a845sbL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #Nvidia #DOJSubpoena #TechSector #PolicyMatters #2017TaxCuts #AffordableCareAct #ObamaCare #CorporateTaxCuts #MarketReturns #MarketBullishness #PastPerformance #NoGuarantee #PortfolioRisk #PortfolioComparison #HighYieldBond #Markets #Money #Investing

We cover a diversified selection of Real Estate Investments including REITs, Exchange Traded Funds, and Mutual Funds that may perform well in a falling interest rate environment.  We also take a look at Artificial Intelligence Data Center Investments and the AI Stock that many Billionaires and Hedge Fund Managers are adding to their portfolios right now.  Happy Labor Day!!!

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Steve Dunn, the Head of U.S. Distribution and Exchange Traded Funds at abrdn. The discussion opens with Steve sharing his journey into the financial services industry, noting that like many in distribution, his entry was somewhat accidental. Starting his career at Vanguard, Steve quickly recognized his passion for the client-facing side of the business and the investment aspects that kept him engaged. A pivotal moment early in his career occurred when a client introduced him to the concept of ETFs, sparking his interest and eventually leading him to a long and successful career in the space.Steve shares an anecdote about how a chance encounter at a conference connected him with iShares, a major player in the ETF market, which became a cornerstone of his career. Despite initial uncertainties, his move to iShares set the stage for nearly 25 years in the ETF business, leading him through roles at major firms like BlackRock, Deutsche, and eventually abrdn.The conversation transitions into Steve's approach to distribution. He highlights the importance of having a small, nimble team that is versatile and able to cover multiple areas. Rather than working in silos or by territory, Steve emphasizes the need for flexibility in distribution teams, ensuring that the right person is always matched with the right opportunity, regardless of geographical boundaries.Both Gui and Steve stress the benefits of not channelizing sales, a common practice in many firms. Steve explains that this approach allows his team to focus on client needs rather than rigid territorial rules, creating a more efficient and client-focused operation. He values collaboration and believes that the best results come when everyone works together to capitalize on opportunities.When discussing leadership, Steve describes his management style as one rooted in transparency, consistency, and compassion. He believes in creating an environment where team members feel supported but also held accountable. Each individual on his team is treated fairly, though not necessarily equally, as Steve tailors his approach to meet the unique needs of each team member. This personalized leadership style fosters trust and encourages his team to take initiative while knowing they have his support.A key topic in the podcast is the role of data in distribution. Steve points out that while there is an abundance of data available, the challenge lies in extracting actionable insights from it. He mentions that as distribution shifts to being more data-driven, it's crucial for teams to have the skills to interpret data and apply it effectively to target clients and grow the business. Steve believes that using data effectively will allow smaller teams, like his at Abrdn, to compete and thrive in the market.Finally, Steve discusses the importance of communication, both within his team and with higher-level executives. He emphasizes constant, clear communication as a critical factor in keeping the team aligned and moving toward common goals, especially in a fast-paced, ever-changing industry like finance.

Today's blockchain and cryptocurrency news Bitcoin is down slightly at $58,415 Eth is down slightly at $2,613 Binance Coin, up slightly at $519 Trump discloses up to $5M in crypto holdings SEC approves first leveraged exchange-traded fund for MicroStrategy SK's National Pension Service purchased $33M worth of MSTR. Spot ETH ETFs see $39M in outflows. MakerDAO approves proposal to halt new borrowing against BitGo's wrapped bitcoin. Crunch Lab, Orderly Network both raise. Learn more about your ad choices. Visit megaphone.fm/adchoices

Links mentioned in this episode: Get in control of money with CA$H RICH Wipe out money beliefs in CARTE BLANCHE Become an investor here: INVE$TED I'm holding nothing back in this episode, talking you through the 8 Simple Steps to invest - regardless of your experience, knowledge or income level. I talk about SPECIFIC examples for first time investors in USA, UK and Australia (these three countries is where most of my audience is)! Even if you're a complete beginner and just want to start small... this is for you. I talk about each of the 8 steps in detail: Having your money sorted - is the foundation of wealth building. You know... how to manage money, not live paycheck to paycheck and have an eff it fund. All that stuff comes first. Mindset - most questions I tend to get often comes down to mindset... everything from timing the market, to fear about the next crash or reacting to hype. I could give you ALLLLL the strategy in the world, but if your mindset isn't prepared to weather the volatility of the market, or gambles on the latest stock tip - welll, all that strategy is useless. What do you want? Another way to say it... what is your intention/goal/desire? Part of why personal finance is soooo personal is everyone values different things in life. So someone with a passive income goal will invest differently compared to someone else who wants to accumulate wealth. What you want dictates what you invest in. Your Risk Tolerance. Sounds boring, but super important because just like step 3, this dictates what you invest in. Some people have super high tolerances and others don't like to see volatility at all. From cash to crypto... there is a balance of assets that suit you based on your risk tolerance. Invest in ETFs or Index Funds as a majority, and only have individual stocks as a small portion of your portfolio (if at all). Picking stocks is a fools game most of the time because 96% of people don't outperform the market (market index funds and Exchange Traded Funds). The other 4% are unicorns. Index Funds and ETFs are so efficient because it constantly tracks the top performers, which is why so few people can ever beat them. Account Structure and Tax. Before you hit the snooze button... this is going to either make you or cost you a lotta money. Fees and tax eat in to your returns, bb... so know the best set up for you. Everything from understanding the CGT rule in Australia, using your ISA in the UK, and knowing whether to use a Roth IRA or not in the USA will be one of the most bountiful or expensive lessons you ever learn. What broker do you use. Don't skip the first 6 steps, because your broker is one of the least important decisions. I mean... avoid Robinhood but ultimately if you're clear on the above first, then this decision becomes very simple. Ongoing Investing. Surprise! Investing isn't a one time thing. What happens after that first time... you're over the hump of getting started. Now what? Now we really start to build wealth. Ideally automate because Dollar Cost Averaging (DCA) becomes sooooo much easier. Your ongoing regular action is what is going to actually make you make financially free. Step 2, mindset really comes in to play here because over the course of your life you will see volatility and crashes in the market. ------ LEGAL STUFF: All content provided by Ms Wealthy Pty Ltd (we, us, our) is for education purposes only. Any use or reliance on this content is entirely at your own risk. The content is factual information and general comment only and does not constitute advice. The content does not take into account your personal objectives, situation or needs and may not be appropriate for you. The information that is found here are my opinions, and should be taken as such.

Our guest on the podcast today is Matt Hougan, one of the world's leading experts on crypto, exchange-traded funds, and financial technology. He's the chief investment officer for Bitwise Asset Management, which offers several cryptocurrency-related funds and ETFs. He was previously chief executive officer of ETF.com and Inside ETFs. Hougan is co-author of A Comprehensive Guide to Exchange-Traded Funds and “Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals” for the CFA Institute's Research Foundation. He graduated from Bowdoin College with a BA in philosophy.BackgroundBioA Comprehensive Guide to Exchange-Traded Funds (ETFs), by Matt Hougan“Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals,” by Matt Hougan and David Lawant, CFA Research Foundation Briefs, January 2021.The Beginning of Cryptocurrency“The Bitcoin White Paper Is Now Officially 15 Years Old,” by Pete Rizzo, Forbes.com, Oct. 31, 2023.“Bitcoin: A Peer-to-Peer Electronic Cash System,” by Satoshi NakamotoCrypto Scandals“What Was the Silk Road Online? History and Closure by the FBI,” by the Investopedia Team, Investopedia.com, June 29, 2024.“What Was Mt. Gox? Definition, History, Collapse, and Future,” by the Investopedia Team, Investopedia.com, April 23, 2024.“FTX Crash Is Eerily Similar to the Bernie Madoff Scandal, ex-regulator Sheila Blair Says,” by Matt Egan, cnn.com, Nov. 15, 2022.Crypto Performance“Crypto Market Review (Q2 2024),” by Matt Hougan, Juan Leon, Ryan Rasmussen, Alyssa Choo, Gayatri Choudhury, and Mallika Kolar, bitwiseinvestments.com, July 9, 2024.“Ether ETF Is One Step Away From Approval as Price of Bitcoin, Ethereum, BNB, XRP, Solana, Cardano, Shiba Inu, and Dogecoin Turn Mixed,” by Dan Runkevicius, forbes.com, June 26, 2024.“What Financial Advisors Don't Know About Bitcoin ETFs,” Big Picture in Practice podcast, Morningstar.com, June 6, 2024.“BlackRock's $20 Billion ETF Is Now the World's Largest Bitcoin Fund,” by Katie Greifeld and Sidhartha Shukla, Bloomberg.com, May 29, 2024.“Bitcoin's Role in a Traditional Portfolio,” by Matt Hougan and Gayatri Choudhury, bitwiseinvestments.com, Aug. 28, 2023.“The 60/30/10 Portfolio: How to Build a Diversified Crypto Sleeve,” by Matt Hougan, bitwiseinvestments.com, July 22, 2024.“Five Things to Expect by the Next Halving in 2028,” by Matt Hougan, bitwiseinvestments.com, April 23, 2024.“The Crypto Market Sell-Off: What Happened and Where We Go From Here,” by Matt Hougan, bitwiseinvestments.com, Aug. 5, 2024.“Ethereum ETPs and the Path to a New All-Time High,” by Matt Hougan, bitwiseinvestments.com, July 15, 2024.Other“Bitcoin Price Surges Above $30,500; But Warren Buffett Still Thinks It's a Gamble,” by Harrison Miller, investors.com, April 13, 2023.“SEC Approves Spot Ether ETFs,” by Kyle Torpey, Investopedia.com, July 23, 2024.“What Is Tokenization?” by Matt Hougan, bitwiseinvestments.com, April 17, 2025.SolanaCoinMarketCap

Have you ever wondered if there's a better way to manage your finances and work-life balance, especially if you're feeling stuck in a midlife grind? In Episode 23 of It's a Mindset, we dive into a thought-provoking conversation with Natasha Etschmann, a content creator, founder of @tashinvests, and co-host of the Get Rich Slow Club podcast. Tash is also the co-author of How To Not Work Forever, a book packed with practical advice on investing in Australia and achieving financial freedom without giving up the things you love. In this episode, Tash shares her personal journey towards financial independence and offers insights into her investment strategies as a Gen Z. We discuss Exchange Traded Fund's (ETFs) versus property investing, ways to overcome limiting beliefs about money, and practical tips for stretching your dollar amidst the current cost of living crisis. Tash also explores the role of a positive growth mindset in overcoming social media challenges and achieving both personal and professional growth by setting clear goals. Key Episode Takeaways: Understanding ETFs and their comparison to property investing. Strategies for overcoming limiting beliefs about money and investing. Tips for navigating the cost of living crisis and maximising financial resources. The importance of a positive growth mindset and having clear goals for future success. I resonate with Tash's perspective on balancing financial goals with personal growth. Her approach to investing and navigating financial challenges provides refreshingly valuable insights into creating a life that is both fulfilling and financially secure. About the Guest: Natasha Etschmann is a successful content creator, founder of @tashinvests, and co-host of the Get Rich Slow Club podcast and co-author of How To Not Work Forever with Ana Kresina. Natasha is passionate about making personal finance and investing accessible and enjoyable. She bought her first shares at 18 and her first investment property in 2020, and now focuses on long-term investments in exchange-traded funds (ETFs). Natasha is on a mission to achieve financial freedom within the next 15 years, all while demonstrating that you don't have to sacrifice what you love to reach your financial goals. Show Resources: Follow Tash on Instagram - HERE Follow Emma, the Podcast Host on Instagram - HERE If you enjoyed this episode or believe it could benefit someone you know, please share it with them and on your Instagram stories. Don't forget to tag us @emmalagerlow and @tashinvests! Tune in to Episode 23 and be inspired to take control of your financial future, no matter your age. Your in Financial Freedom, Emma. X.

In episode 77 of the In Her Wallet podcast, we're diving into the world of Exchange-Traded Funds, or ETFs, and how you can use them to build a strong and diversified investment portfolio. Join Sofiia as she walks you through what ETFs are and how they work, the four main types of ETFs to include in your portfolio (with examples), and some common mistakes to avoid when buying ETFs. Whether you're just starting out on your investment journey or looking to enhance your existing portfolio, this episode is packed with valuable insights to help you achieve your investment goals. Support the Show.Discover Monthly Budget Planner by In Her WalletIf this episode inspired you or gave you a new perspective, it would mean so much if you followed the show, left us a 5-star review, and shared it with your family and friends. Thank you and see you next week!

Happy 4th of July Week! Please enjoy this Best Of episode. Clark returns July 8th with new ways to Save More, Spend Less and Avoid Getting Ripped Off! Clark offers a primer on the 3 basic types of funds - Mutual, Index, and the fastest growing area of investing: ETFs. Also, there is a new rule for health insurers when you need medical preauthorization approval for treatment or a procedure. And it's about time.  Back To Basics: ETFs: Segment 1 Ask Clark: Segment 2 New Rules On Medical Preauthorization: Segment 3 Ask Clark: Segment 4 Mentioned on the show: How to Invest in ETFs for Beginners  What Is an ETF? Clark.com INVESTOPEDIA - Mutual Funds /  Index Funds /  ETFs Medicare Medical Savings Account (MSA) Plans Health Insurers Must Streamline Prior Authorization Decisions, New Rule Says - The WSJ Businesses Are Making Me Pay the Credit Card Processing Fee. Should I Pay Another Way? Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Public.com+Public Investing Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. . See public.com/#disclosures-main for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world's largest provider of cryptocurrency index funds with more than $4 billion in assets under management. Before joining Bitwise, Matt held several notable positions in the financial industry, including CEO at Inside ETFs, Managing Director of Global Finance at Informa, and CEO of ETF.com. Matt also co-authored The CFA Institute's publication on ETFs, "A Comprehensive Guide to Exchange-Traded Funds."   Matt is a long-time Boglehead who attended the Bogleheads Conference in years past. I asked him to join me for a no-spin discussion about cyber-currencies. We cover the history of blockchain technology, why cryptology is important to the blockchain, and how this led to Bitcoin, the world's first digital currency, and eventually other digital currencies, including the digital dollar. The discussion is structured as purely educational. There is no sales hype, no recommendations for purchase or sale, and no price speculation.    The Bogleheads on Investing podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities nationwide. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added regularly. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 7.  The stock market is at record highs. Shorting Standard and Poor 500 Exchange Traded Funds. Consumer Price Index lower than expectations.  Apple issues apology for new iPad ad.  Taylor Swift's $1 Billion boost to the British Economy.  Netflix to show NFL Christmas games.  Two brothers charged with $25 million Ethereum heist.  Playing the rise of interest in denim clothing.  Meme stock short on AMC and GameStop squeeze fizzles out. 

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 6. Standard and Poor 500 Exchange Traded Funds. Novavax doubles on Sonofi deal.  Consumer Sentiment down 12% since last month.  A $2 million VIP package being offered for the Mike Tyson/Jake Paul fight. 

Listen to Marta Khomyn talk about the lemons problem in financial markets, Exchange Traded Funds, and hear her stand-up comedy performance! Hosted and produced by Ian Woolf Support Diffusion by making a contribution Support Diffusion by buying Merchandise

Intro: Listen to this captivating episode featuring a trailblazer in the world of investing, Bob Elliott, CEO and CIO of Unlimited. With an impressive background, including a senior investment role at Bridgewater Associates, Bob has now set his sights on democratizing the investment landscape for "Main street investors."  Karen and Bob explore the slow adoption of crowdfunding investing and highlight the significant potential it holds for average individuals. Bob will share his innovative "replication" strategy, which offers flexibility and cost efficiency, much like the Kirkland Signature products providing brand-name quality at lower prices. We'll unravel the benefits of ETFs, especially the newly emerging actively managed ones, and the pivotal regulatory changes that have opened sophisticated investment strategies to the general public. Listen as Karen and Bob discuss his mission to make institutional-level asset management accessible to all, tackling the challenges faced by individual investors in today's volatile market, and the future potential of actively managed ETFs. Don't miss this enlightening conversation on how you can leverage these strategies to grow your financial knowledge and participate in business investments like never before.  And, remember to share your feedback and spread the word! Key takeaways in this episode 1. Discussion on Investment Vehicles - Explanation of Exchange Traded Funds (ETFs)   - Role in diversification and tax planning benefits - Contrast between ETFs and hedge funds    - Potential for better returns through diversified investments 2.  Bob Elliott and the mission of Unlimited - Founding of Unlimited in 2022   - Launch of HFND ETF with an emphasis on agile strategy for lower cost and better liquidity - Unlimited's Approach and Strategy   - Critique of traditional hedge fund model (2% management fee and 20% profit share)   - Application of low-cost diversified indexing strategies to hedge funds - Explanation of technology usage   - Tracking of hedge fund strategies   - Offering lower-cost investment products   - Agile response to market changes - Balancing private investments with public market strategies   - Importance for institutional and individual investors 3. Investment Accessibility for Main Street Investors - Slow adoption of crowdfunding investing   - Efforts to raise awareness and the potential benefits for average individuals - Accessibility of investment opportunities for ordinary investors and the need for greater awareness and education to grow financial knowledge 4. Advantages of Replication Strategy and ETFs - Replication strategy   - Flexibility in shifting between hedge fund styles   - Avoidance of being locked into specific managers - Comparison to Kirkland Signature products   - Similar returns to brand-name hedge funds   - Lower costs and better tax efficiency - ETF benefits   - Tax-efficient rebalancing within the fund   - Growth in actively managed ETFs due to regulatory changes   - Limited market awareness and utilization - Growth potential of actively managed ETFs   - Investors' awareness of tax efficiency and flexibility benefits Bio: Bob Elliott, a seasoned financial expert, spent nearly 15 years in the hedge fund industry. Throughout his career, he observed that traditional hedge fund investments, particularly those following the "2 and 20" compensation scheme, often yielded substantial returns before fees but seldom left investors significantly better off due to high costs. Driven by a vision to democratize these investment strategies, Bob founded Unlimited. The mission behind Unlimited is to adopt the principles of diversified low-cost indexing, which revolutionized stock and bond investing, and apply them to the hedge fund sphere. By doing so, Bob aims to make sophisticated investment strategies accessible and affordable to all investors, not just wealthy individuals or institutions. For more information and to connect with Bob Elliot and Unlimited Funds visit:  https://www.unlimitedfunds.com/  Karen Rands is the President of Kugarand Capital Holdings where her extended team offers coaching and services to small business owners providing capital strategy and investor acquisition through the Launch Funding Network.  As a thought leader in Angel and Crowdfund Investing, Karen offers investors decision tools, education, screening, due diligence, and syndication services through the National Network of Angel Investors.   Karen wrote the best selling primer for new Angel Investors  - Inside Secrets to Angel Investing and now offers digital beginner and advanced courses covering  Angel and Crowdfunding Investing on the Compassionate Capitalist Academy financial education platform. More information can be found at http://karenrands.co   When you subscribe on the contact page you will receive her Compassionate Capitalist short video tips by email, her ebook 12 Secrets of Innovation and Wealth and have an opportunity to schedule time to chat with Karen directly. Please help us build the Compassionate Capitalist community by subscribing, liking, and sharing this podcast.    The Compassionate Capitalist Show is also on Youtube @angelinvesting with a library of over 280 episodes.  Keywords: crowdfunding investing, Main street investors, investment opportunities, financial knowledge growth, business investments, Bob Elliott, investor education, economic growth, traditional hedge funds, replication strategy, hedge fund styles, cost efficiency, Kirkland Signature, tax efficiency, Exchange-Traded Funds, ETF advantages, regulatory changes, asset managers, actively managed ETFs, market awareness, future potential, sophisticated asset management, institutional investors, stock market volatility, consumer confidence, private investments, public market strategies, democratization of capital markets, Karen Rands, wealth creation strategies, tax savings.

As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017. While at DFA, Eduardo provided oversight across the investment, client service, marketing, and operational functions of DFA and oversaw their day to day operations, directed the engineering and execution of investment portfolios and was involved in the design, development and delivery of research that informed the firm's investment approach as well as its application through portfolio management and trading.Dr. Repetto earned a Ph.D. degree in Aeronautics from the California Institute of Technology, an MSc degree in Engineering from Brown University, and a Diploma de Honor in Civil Engineering from the Universidad de Buenos Aires. Eduardo is a Trustee of the California Institute of Technology. He is the recipient of the William F. Ballhaus Prize from the California Institute of Technology for outstanding Doctoral Dissertation in Aeronautics and the Ernest E. Sechler Memorial Award for his teaching and research efforts.Key Takeaways[02:52] - Learn more about Eduardo's diverse professional background and how his engineering background informs his work in finance today.[04:48] - What is unique about the Avantis investment philosophy and what does that mean for their advisors and investors?[06:48] - Avantis' Investment Solutions are designed to capture the benefits of indexing while simultaneously focusing on segments of the market that are likely to outperform. How does this work exactly?[10:32] - Avantis recently published an article entitled “What is Value?” What are some of the big takeaways and how does their firm define value?[12:20] - What are some of the key drivers in the ETF industry's continued growth?[15:50] - What are some of the latest trends and developments shaping the ETF market and which areas of the ETF market are experiencing the highest growth?[18:37] - Which strategies in the Avantis product line are showing the best growth and why is that?[20:54] - What strategies at Avantis may help advisors build more resilient portfolios?[22:16] - What are some best practices for constructing resilient ETF portfolios?[26:55] - How does Avantis set themselves apart in their client services and communication?[29:00] - What is currently Eduardo's favorite investment idea?Quotes[05:45] - “[Avantis formed]...in order to bring science, data and technology to analyze securities in a very very efficient way with low labor costs…We can provide portfolios that are very well diversified [with a] very low expense ratio and where the securities are analyzed on a daily basis." ~ Eduardo Repetto[111:23] - “For us, value is companies that are traded with a very very big discount embedded in their price. In otherwards, companies that have a good balance sheet, good cash flows, but the price is low." ~ Eduardo RepettoLinksEduardo Repetto on LinkedInAvantis Investors“Can't Hold Us (feat. Ray Dalton)” by Macklemore & Ryan LewisConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)Compliance Code: 0726-OPS-3/25/2024

A number of high profile commentators have demonstrated that very few professionally managed equity funds have outperformed the market average. Fund managers are active investors. They analyze each company. The interview the CFO and the management team. They perform due diligence on the company and determine whether shares in that company fit within the fund mandate and they then make an investment decision for the fund's investors. This is what is considered the active component of the stock market.  The second form of investing is what is called passive investing. This is where you put funds into an index fund and there is absolutely no intelligence being applied to the purchase. The index is computed according to a formula and if there are 500 companies in the index as in the case of the S&P 500, you're buying a tiny sliver of 500 companies simply by investing in the index fund.  There's a lot of evidence that passive index funds have outperformed the active over the longer term. Now passive funds have not been around that long, but over the history passive funds have outperformed active funds.  So if that's true, then why take the risk, pay the premium fees associated with a stock mutual fund, and the still end up with inferior performance.  ----------------- Host: Victor Menasce email: podcast@victorjm.com

Today we are diving into the bones of Exchange-Traded Funds. Without them we'd have no form and nothing to offer investors. Who are these essential minds? ETF Analysts are scientists, detectives, and reporters all rolled up into the span of a single trading session. We have two fantastic guests to give us a peek at what they do. Anu Ganti and Rachel Liang are joining us for today's episode. Anu R. Ganti is Senior Director, Index Investment Strategy at S&P Dow Jones Indices. She is also a frequent contributor to both print and broadcast media outlets. Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (subsidiary of Eaton Vance). Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor's degree in finance and marketing from NYU's Stern School of Business. She is married and lives with her husband in suburban New Jersey. Rachel Liang is an experienced ETF Capital Market Research Analyst with a deep background in quantitative and data analytics field. Born and raised in northern China, she relocated to the U.S. in 2012. Rachel holds a bachelor's degree of Applied Mathematics in Beijing Institute of Technology, and a master's degree of Financial Mathematics from Rutgers in New Jersey. She currently lives and works in New York City. Outside of work, Rachel loves Jazz music, reading, and baking in winter times. She holds Series 7 and 63, and is a CFA charterholder.  Kristine Delano guides the conversation about how curiosity, creativity, and communication all play vital roles for Analysts as they navigate the evolving industry of ETFs.  Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. In partnership with https://www.etfcentral.com/ Book recommendations:  Rogue Trader by Nick Leeson Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever by Robert Wigglesworth Mentor Mentions: Craig Lazzara - S&P Dow Jones Indices Tim Edwards - S&P Dow Jones Indices   WE Talk Careers Podcast Episode Link: Indexing Your Career with Joy Yang 

Clark offers a primer on the 3 basic types of funds - Mutual, Index, and the fastest growing area of investing: ETFs.  Also, there is a new rule for health insurers when you need medical preauthorization approval for treatment or a procedure.  And it's about time.  Back To Basics: ETFs: Segment 1 Ask Clark: Segment 2 New Rules On Medical Preauthorization: Segment 3 Ask Clark: Segment 4 Mentioned on the show: How to Invest in ETFs for Beginners  What Is an ETF?  Clark.com INVESTOPEDIA - Mutual Funds  /  Index Funds  /  ETFs Medicare Medical Savings Account (MSA) Plans Health Insurers Must Streamline Prior Authorization Decisions, New Rule Says - The WSJ Businesses Are Making Me Pay the Credit Card Processing Fee. Should I Pay Another Way? Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

With the recent approval of Bitcoin exchange-traded funds (ETFs) by the SEC, it's important that we have an educated understanding of what that means for the future of digital money. I couldn't think of a better person to help us explore this than my dear friend, JoAnn Holes, an IP & digital assets attorney and Web 3 advisor. She comes with a wealth of knowledge about ETFs and breaks it down in a way we can easily understand. This week, episode 193 of the Tech Intersect™ Podcast is about Understanding Bitcoin ETFs!  POWERED BY ADVANTAGE EVANS™ ACADEMY Navigate your way from cash to crypto with Digital Money Demystified. Dive into the definitive guide on crypto myths and truths by Professor Tonya M. Evans. This isn't just a book; it's a roadmap to the decentralized web's future of work, wealth, and creativity. Head over to DigitalMoneyDemystified.com and embark on your crypto journey today! JoAnn Holmes, Esq. (“Jo") is an IP & digital assets attorney, Web3 advisor and founder of Holmes@Law.  She consults with business leaders globally to navigate evolving Web3 legal and regulatory risks, and help clients leverage blockchain technologies into revenue ecosystems. With expansive experience as Outside General Counsel to international brands and tech companies, Jo has overseen multi-billion dollar intangible asset portfolios spanning more than 150 countries.  And, she's consistently closed lucrative agreements with IP innovators like Disney, Microsoft and the NFL. Jo serves on the inaugural Blockchain Law for Social Good Center board, is a contributing digital assets expert for the Copenhagen Institute for Futures Studies, and is featured among the global Top 100 Women of the Future™.  She regularly advises elite accelerators like Techstars, Dapper Labs and the Atlanta Blockchain Center. Topics JoAnn and I go over in this episode include:The basics of ETFs and Bitcoin, including different providers and fee structures.The importance of education and learning in the digital asset space, and the opportunities for inclusion in the market.The potential of blockchain to revolutionize the way IP is managed and monetized, as well as the challenges and opportunities it presents.The importance of education and understanding in the blockchain space and provide valuable resources for further learning.CONNECT WITH JOANN HOLMES:WebsiteLinkedInCONNECT WITH DR. TONYA M. EVANS:Follow: Twitter @AtTechIntersect | Instagram @TechIntersect Web: Tech Intersect Podcast  Connect for exclusive content: https://advantageevans.activehosted.com/f/6 RESOURCES:Buy the Book + Leave 5 Star Review Digital Money DemystifiedConsulting, Courses and CommStart separating crypto fact from fiction today. Get your copy of , Digital Money Demystified, and start learning so you can earn safely, legally and confidently. https://digitalmoneydemystified.comRegulate & The Rabbit Hole by Notty Prod licensed via Creative Commons Attribution-NoDerivatives 4.0 International License. Produced by Tonya M. Evans for Advantage Evans, LLC

In this episode of Edelman Financial Engines' Everyday Wealth™, Jean and wealth planners Andy Smith and Isabel Barrow answer questions from listeners. Topics include strategies for taking Required Minimum Distributions; the purpose of owning bonds in a portfolio as opposed to just equities and cash; the difference between several types of funds like Exchange-Traded Funds, institutional funds and no-fee mutual funds; and different strategies for creating a retirement income stream. If you would like to submit a question, you can go to EverydayWealth.com, scroll down to the box that says, “ASK THE HOST,” type in your question and send it our way.   Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show). This show is pre-recorded, and any callers are prescreened. The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a professional and/or do your own due diligence to help determine the best options for your particular circumstances. Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances. Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.See omnystudio.com/listener for privacy information.

The market share of ETFs, relative to that of mutual funds, has swollen to almost 30%. Today's Stocks & Topics: JBLU - JetBlue Airways Corp., PLD - Prologis Inc., XOM - Exxon Mobil Corp., WeWork, SPG - Simon Property Group Inc., NOW - ServiceNow Inc., ADBE - Adobe Inc., HAL - Halliburton Co., Bored Ape Yacht Club.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy