Category Archives: ETF Investor Guide

The ETF Investor Guide for March 2018

The March Issue of the ETF Investor Guide is AVAILABLE NOW!  - Links to the March Data Files have been posted below - Market Perspective:  Stocks Rally but Volatility Continues - The technology sector and Nasdaq Composite both climbed to new all-time highs in March. SPDR Technology (XLK) advanced...more
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Special Reports for 2018

Below, please find the links for our 2018 Special Reports. The Best ETF for 2018 - The Best Vanguard Fund for 2018 - We will add additional Special Reports for 2018 here as they become available. more
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The ETF Investor Guide for January 2018

The January Issue of the ETF Investor Guide is Now Available! - Links to the January Data Files have been posted below. Market Perspective: Earnings Estimates Increase - The equity markets are off to a strong start in 2018. The MSCI EAFE returned 3.67 percent through January 15. The Nasdaq rose 5....more
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The ETF Investor Guide for February 2018

The February Issue of the ETF Investor Guide is Now Available! - Links to the February Data Files have been posted below - Market Perspective: Volatility Shouldn’t Deter Long-term Investors - Equities lost ground in last month’s short volatility squeeze, but many shares recovered quickly. The ...more
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The ETF Investor Guide for December 2017

The December Issue of the ETF Investor Guide is AVAILABLE NOW!  - Links to the December Data Files have been posted below. Market Perspective: Stocks Conclude Another Successful Year - Investors priced tax cuts into the market last month, sending the Dow Jones Industrial Average up 5.93 percent. ...more
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The ETF Investor Guide for November 2017

The November Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the November Data Files have been posted below. Market Perspective: Earnings Growth Should Propel Stocks into 2018 - Third-quarter earnings growth of 6.2 percent boosted stocks over the past month, double the initial ...more
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The ETF Investor Guide for October 2017

The October Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the October Data Files have been posted below. Market Perspective: Defense Stocks Outperform - Stocks enjoyed a strong rally over the past month, and two of the strongest months for stocks lie ahead. Financials were one of the ...more
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Posted in All Content, ETF Investor Guide, Uncategorized

The ETF Investor Guide for September 2017

The September Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the September Data Files have been posted below. Market Perspective: Mergers & FDA Approvals Boost Healthcare - Stocks hit new all-time highs last month as hurricane recovery commenced. The Russell 2000 led major indexes...more
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The ETF Investor Guide for August 2017

The August Issue of the ETF Investor Guide is AVAILABLE NOW! - Links to the August Data Files have been posted below. Market Perspective: Earnings Growth Rate Exceeds 10 Percent - Major equity indexes hit new all-time highs in July. The Dow Jones Industrial Average gained 1.67 percent on strong ...more
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Special Report: Attractive Charles Schwab Mutual Funds and ETFs You Should Consider.

There has been a substantial increase in the mutual funds and ETFs available over the past 10 years. Investors have benefited in numerous ways. With an increase in options, fund companies have been forced to reduce their management fees. Now we can purchase index funds for 0.05 percent or less. A ...more
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