ETFs & Funds

Transparency, diversification, and low-cost access to practically any market, sector, or asset class make exchange traded funds highly attractive to investors and traders alike. But, to outperform benchmark index funds, you really need expert guidance and a sound strategy that gets results. Our experts will cover all the bases and provide the tools and knowledge you need to tap into outperforming investments, year in and year out.

Articles on ETFs & Funds

Technology bears should have pounced Thursday following weak guidance from (CRM), and the poor action of the Nasdaq 100 on the previous session, states Jon Markman, editor of Strategic Advantage.
As is typical on a “Jobs Friday,” markets are trading all over the map in the wake of today’s employment report. But as I write, equities are higher along with crude oil. Gold and silver are flattish along with the dollar, while Treasuries are weaker.
AI and the chip stocks are surely conspiring to drive NASDAQ higher during this last leg of NASDAQ’s Best 8 months November-June. Our portfolios are enjoying this AI/Chip-driven rally, but the backdrop over the market remains cautious and still sets up for further sideways action and a likely pullback or correction over the weak summer months, explains Jeffrey Hirsch, editor of The Stock Trader’s Almanac.
Value or growth? It’s an important question, especially after seeing some of the big tech stocks pop after better-than-expected earnings in the last couple of weeks. It’s important to remember that if our economic outlook is correct, we are currently in the middle of an extended period of higher interest rates. Artisan Value Fund (ARTLX) is a fund I like as a result, notes Brian Kelly, editor of Money Letter.
We got a positive debt ceiling vote late yesterday. So the question in markets today is, NOW what?
A technical review of markets can help manage shorter-term risks. Currently, the debate is about the market rally from the October lows. Is it a resumption of the 2009 bull market trend or an extended bear market rally? Unfortunately, I don’t have the answer. But while there are many reasons to be bearish on the markets, it is essential to remember that “stocks climb a wall of worry,” explains Lance Roberts, editor of The Bull Bear Report.
As one who tracks market sentiment, it still amazes me to watch it develop in real-time. We see it quite well in the analyst community as well, states Avi Gilburt of
The mixed market continues, with the Nasdaq continuing to wildly outperform the Dow. Outside of equities, which are down a bit in the early going, crude oil is under pressure. Gold and silver are flat, while Treasuries and the dollar are up.
The market closed well Friday, with only three of the eleven S&P SPDR sectors finishing higher for the week, notes Bonnie Gortler of
The oscillating nature of economic data and cross-asset market pricing has tried the patience of bull and bear alike, states Jay Pelosky of TPW Advisory.

Experts on ETFs & Funds

Virtual Expos

Virtual Learning

The market continues to surge and pull back. We have not seen a prolonged bull market rally from the October lows. Greg Schnell rolls through the changes and identifies some of the key indicators that can help us find confirmation of the bull market taking hold. You'll want to add some of these ideas to your toolbox.

So, you want to be a contrarian investor? Many investors claim to act contrarian and think outside the box, but when it comes down to it, very few are actually contrary. Join Philip MacKellar and learn about his contrarian investment philosophy, how to successfully apply contrarian principles, and Contra the Heard's track record. He will also be discussing the importance of temperament, common psychological pitfalls, and what he anticipates in the year ahead.

The next few months are going to be quite important in determining whether we have indeed begun a bear market that could last well over a decade long. Mike Golembesky will take you through what he is seeing in his analysis and will tell you what to look for and what to expect.

In this session, Laura Scarlett Martin will discuss the importance of venture capital in the startup ecosystem. Her presentation will include the definition of venture capital and an explanation of the processes and types. She will discuss the risks and rewards of venture capital investing and will touch on current trends and emerging technologies.

Donald Dony will briefly run through key signals on both sides of the argument and weigh the probabilities of the outcome.
Raghav Mehta, ETF Strategist at Fidelity Investments Canada discusses the arising opportunities in fixed income. With global central banks embarking on simultaneous rate hike cycles, bond investors were faced with a challenging and volatile environment. With two consecutive years of negative returns for major bond indices and yields near decade highs, there are now various sectors of the bond market that investors should consider when building a well-diversified portfolio.
Balancing a reliable source of cash flow while generating growth from an investment portfolio is the golden ticket for many investors. Sophisticated investors know that there are trade offs to be made for exceptionally higher cash flow from an investment. The question is, what is the right mix for you to have your own golden ticket? Join Erin Allen and Om Karmalkar as they offer a guide for the key considerations investors need to evaluate before investing in any covered call ETF and why these are important investment solutions for investors seeking reliable monthly cash flow.

Asset Allocation ETFs have quickly become the cornerstone of investment portfolios for people planning for or in retirement. This is for good reason, the all-in-one approach provides diversification that complements most other holdings. Now with the new Fixed Percentage Distribution Units (T6 units) retirees benefit with the monthly distribution rate of 6% annually. Join Sa'ad Rana and Chris McHaney as they discuss how asset allocation ETFs have simplified portfolios and how they can help retirees ease the transition from accumulation to decumulation and provide reliable monthly cash flow. They discuss how these simple all-in-one ETFs can be an effective nest egg you can pass onto the next generation for estate planning purposes.

Investors looking to maximize yield on their investments often look to covered call or enhanced yield ETFs in a low interest rate, high volatility, or low growth environment. In fact, these strategies have historically been shown to outperform the broad market during periods of weakness or consolidation and many boast attractive yields to lure investors. However, not all covered call ETFs are created equal and it is important to look under the hood when investing in these products. Maximizing yield above all other considerations may come at a significant cost that many investors may be unfamiliar with.

Vince Kraljevic, an ETF Strategist at Fidelity Investments Canada discusses various investment factors and the implications of higher interest rates. In a world of constant uncertainty, diversification remains of utmost importance. Vince outlines how to build an all-weather/All-In-One ETF portfolio to help mitigate volatility, capture strategic alpha over time as well as offer competitive pricing.



In the past decade or so, exchange traded funds have been transformed from obscure institutional trading vehicles to extraordinarily popular investment tools. They now dominate the investing landscape with over 2,000 products available and have empowered investors and traders as never before, enabling them to build highly effective portfolios. Yet there's more to the ETF universe than investors and traders may even know.’s roster of top ETF and ETF-trading experts can show you how to use ETFs to achieve peak results. From factor ETFs to leveraged ETFs to smart-beta ETFs to buffered ETFs, learn how you can use ETFs to effectively transform your own portfolio.

ETFs can provide a cost-effective way to get into areas of the market that are poised to deliver results. Simple portfolio rotation can meet the goals of solid performance with few trades, little time and effort spent analyzing ETFs, and confidence from side-stepping huge drawdowns. Learn proven ETF-trading strategies from some of the top professional traders in the country who consistently achieve stellar results. More than just the very best in ETF picks, you’ll take away real, practical knowledge about how to recognize the best growth, income, and value opportunities, choose the right sectors and asset classes, and know when (and precisely how) to rotate ETF holdings for optimum results through every economic and market cycle.

Whether you are a seasoned ETF investor or just starting to get your feet wet, you can get actionable advice from some of the top names in the industry here.