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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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ETFs Versus Mutual Funds

On 03/11/2013, in Exchange Traded Funds, Mutual Funds, by Jordan Wilson

Exchange traded funds (ETFs) versus open-ended mutual funds.

In general, I prefer ETFs for investors.

The exception tends to be for extremely small investors. It may be more cost-effective to pay higher annual expenses, but no transaction fees, with a no-load mutual fund, than to pay commissions on minimal ETF acquisitions. Also, many no-load mutual funds allow for very small purchases of funds and reinvestment of distributions.

Today, three graphs comparing the current state of ETFs with open-ended mutual funds. 

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Invest Better Than the Pros?

On 02/13/2013, in Investment Concepts, by Jordan Wilson

In “Want to Invest Like a Pro?” we looked at attributes of successful professional investors.

I definitely believe one can learn a lot by watching how the pros invest. Nevertheless, I stated that following the professionals was “maybe a good plan, maybe not.”

This example nicely sums up that statement.

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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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A well diversified investment portfolio is a key requirement for long-term investing success.

Diversification is important. But sometimes too much diversification can negatively impact portfolio performance. It can be a fine line in getting it right.

Today, a look at indications your portfolio is overly diversified. 

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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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In the U.S., the Standard & Poor’s 500 stock index (S&P 500) is up 12.6% year to date 2012.

That is the good news. The bad?

Your mutual fund is likely not meeting or exceeding this benchmark.

Why the underperformance against investment benchmarks? 

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Many readers are a long ways away from retirement.

Messing up on retirement is not yet on one’s radar.

But it should be.

And the sooner you realize how people mess up retirement, the easier it is to avoid problems. 

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Investing Philosophy in 10 Words

On 01/28/2012, in Investment Strategies, by Jordan Wilson

Can you summarize your investment philosophy in 10 words or less?

Can anyone?

After all, investing is a complex subject. 

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