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Next we will see cats lying with dogs.

In “ETF Expense Ratios Between Countries”, I looked at how the same fund can have widely different expense ratios depending on which exchange it was listed.

I read an interesting article that reinforces a key point I made. And adds a couple more worthy of note. 

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ETF Expense Ratios Between Countries

On 05/17/2013, in Exchange Traded Funds, by Jordan Wilson

“I am considering buying an iShares S&P 500 tracker exchange traded fund. In the United Kingdom where I live, the annual total expense ratio is significantly higher than the exact same fund if I buy it on an American exchange. Why does an identical exchange traded fund (ETF), from the same provider, have a different expense ratios in different countries?”

That is a question recently posed by a reader. A very good question.

A few thoughts in response. 

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5 Common ETF Misconceptions

On 05/03/2013, in Exchange Traded Funds, by Jordan Wilson

I like exchange traded funds (ETFs) versus open-ended mutual funds for most individuals.

ETFs provide many advantages for investors, especially those with limited capital.

But there are also aspects of ETFs that require attention. 

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We looked at “How Investors Use ETFs”.

Today we consider how financial advisors use exchange traded funds (ETFs) in their business. 

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Probably way more than three ways personal financial advisors can mislead clients. But the article I want to link mentions three, so we will start there.

I agree with two of the three, but you can come to your own conclusions.

Okay, so what are these evil secrets financial advisors use to hurt clients? 

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Are Investors Driven to Trade?

On 07/26/2012, in Investment Strategies, by Jordan Wilson

I like a general buy and hold philosophy for investing. Find solid, well-diversfied, low-cost investments (i.e., passively managed index funds), acquire by dollar cost averaging, and only adjust holdings to reflect your target asset allocation over time.

But can investors follow this model?

Or are we hard-wired to be traders? 

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Planning to Start Investing?

On 07/11/2012, in Investment Concepts, by Jordan Wilson

Just starting to invest?

Perhaps you just graduated from school, got your first real job, and now want to start saving money and building wealth.

Or maybe you are older but personal issues precluded you from beginning to seriously invest for future retirement. Student debt, home mortgages, and children, are just a few things that greatly impact the ability to invest for individuals in their late 20s and 30s. But now you have decided to focus on wealth accumulation.

Regardless of where you are in the life cycle, today some good tips for those beginning to invest. 

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Basics of ETFs

On 05/25/2012, in Exchange Traded Funds, by Jordan Wilson

Exchange traded funds (ETFs) are very popular investment instruments.

The reason is that ETFs assist investors in achieving well-diversified portfolios on a cost-effective, efficient, and liquid basis. ETFs are available for almost every market, market niche, and asset class, thereby allowing small investors exposure to investments that they may not be able to access individually.

If you read this blog, you know that I like ETFs for individual investors.

Today, a few good ETF basics courtesy of Vanguard. 

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How to Pick a Passive Fund

On 04/23/2012, in Investment Strategies, by Jordan Wilson

For most investors, I recommend a passive investment approach.

Exchange traded (ETFs) and open ended index mutual funds that focus on cost minimization and accurately matching relevant market returns.

There are a plethora of ETFs and mutual funds available for investors. So how do you choose the best fund? 

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There are many variables that make successful investing a challenge.

And one of your biggest foes may just be you.

What do I mean by this? 

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