Investor Update,Bonds,ETFs Latest Archive
The Impact of Rising Yields on Bond ETFs
September 03 2026 by Charles Rotblut
The bond market’s recent rumbling has had a ripple effect across a range of income-producing assets.
September 03 2026 by Charles Rotblut
The bond market’s recent rumbling has had a ripple effect across a range of income-producing assets.
Eight $1 Billion-Plus ETFs With Above-Average Expense Ratios
April 30 2026 by Charles Rotblut
As a group ETFs are inexpensive to own, but some are costly.
April 30 2026 by Charles Rotblut
As a group ETFs are inexpensive to own, but some are costly.
The Categories and ETFs With the Highest 10-Year Returns
February 12 2026 by Charles Rotblut
Looking at annualized returns can help you select an ETF or mutual fund, but be sure to look at calendar-year returns as well.
February 12 2026 by Charles Rotblut
Looking at annualized returns can help you select an ETF or mutual fund, but be sure to look at calendar-year returns as well.
Single-Stock ETFs Underperform the Stocks They Track
November 06 2025 by Charles Rotblut
Leveraged single-stock exchange-traded funds (ETFs) have enriched their issuers, but not investors.
November 06 2025 by Charles Rotblut
Leveraged single-stock exchange-traded funds (ETFs) have enriched their issuers, but not investors.
Mutual Funds to Gain ETF Tax Advantages and Intraday Trading
October 02 2025 by Charles Rotblut
The impact on investors of allowing firms to offer dual mutual fund and ETF share classes.
October 02 2025 by Charles Rotblut
The impact on investors of allowing firms to offer dual mutual fund and ETF share classes.
Beware of the Popularity Trap for ETFs
September 04 2025 by Charles Rotblut
Winning funds when times are good end up subsequently lagging the broader market 60% of the time.
September 04 2025 by Charles Rotblut
Winning funds when times are good end up subsequently lagging the broader market 60% of the time.
Three Signals for When to Buy Stocks During Market Drops
August 08 2024 by Charles Rotblut
Market indicators to look for when you want to buy stocks and exchange-traded funds (ETFs) at a bargain.
August 08 2024 by Charles Rotblut
Market indicators to look for when you want to buy stocks and exchange-traded funds (ETFs) at a bargain.
Seven Steps for Picking the Right Fund
June 27 2024 by Charles Rotblut
Tips for how to find mutual funds and exchange-traded funds (ETFs) for your portfolio.
June 27 2024 by Charles Rotblut
Tips for how to find mutual funds and exchange-traded funds (ETFs) for your portfolio.
A Luncheon With Cathie Wood of ARK Invest
March 14 2024 by Charles Rotblut
Innovation-focused ETFs and their risks.
March 14 2024 by Charles Rotblut
Innovation-focused ETFs and their risks.
Very High-Cost Mutual Funds and ETFs (Along With Cheaper Alternatives)
February 08 2024 by Charles Rotblut
How the most expensive mutual funds and ETFs stack up.
February 08 2024 by Charles Rotblut
How the most expensive mutual funds and ETFs stack up.
Index Fund Expense Ratios May Be Bottoming Out
October 12 2023 by Charles Rotblut
Take advantage of index funds with the lowest expense ratios.
October 12 2023 by Charles Rotblut
Take advantage of index funds with the lowest expense ratios.