etf
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis. We analyze several newer ETFs that earn bond-like…
How historical and expected returns for university endowments can guide us in setting reasonable return expectations. We also analyze managed futures strategies…
We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-…
SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't wa…
A reader writes in, asking: “Have you encountered the ‘Inflation-Linked Distributing Ladder’ ETFs from Northern Trust? It looks to me that they create an entire…
Given some of the frictions and costs involved with implementation, many sophisticated tax planning strategies have historically been the purview of only the we…
We’re big fans of Vanguard, but admittedly, investing in Vanguard funds is a bit more complicated than using a Robo Advisor. In this article, we break down what…
It’s the episode devoted to your questions. Today we talk about the stack vs snowball methods of debt reduction, college wisdom, and Comcast ETF. 1. What is you…
Why the oil price fell below zero and what are other examples of negative prices. What lessons can we learn from negative prices. Topics covered include: How oi…
How to determine whether you should invest in a complex investment such as an actively managed ETF that uses option strategies. Topics covered include: A recent…
