• The World’s Most Popular ETF

    The S&P 500 is a well known stock market index that follows a changing selection of 500 companies, and SPY is the most common way to tether your investing results to the index.

  • The World’s Most Dangerous Tax

    Thomas Piketty argues that the gap between rich and poor is getting so bad that it will destroy “democratic capitalism.” He recommends sharply higher progressive taxes on both income and wealth.

  • Oil — When a Good Thing Goes Bad

    While we are feeling our pockets a little heavier or our credit card bills a tad lighter thanks to falling gas prices, there is a dark side to it all.

  • The 2014 Global Market Merry-Go-Round

    In the world of global stock investing in 2014, it was the U.S. market that attracted the attention of stock market bulls, alongside a handful of markets in Asia and the Middle East.

  • Featuring the Biggest ETF Kids on the Block

    This list of 20 out of the thousands of ETFs available represents 40% of all assets invested in ETFs!

  • 10 Ways to Be a Better ETF Investor in 2015

    While I can’t really help you with common resolutions like eating better or exercising more, I can help you to be a better exchange-traded fund (ETF) investor in 2015.

  • A Lesson from the S&P 500 — Don’t be Afraid to Trade

    If you’re still a “crock pot” investor — one who buys a stock and forgets about it — here’s a lesson from Standard & Poor’s that should make you think twice about that outmoded way of investing.

  • Incredible Prediction for 2015

    Joel Stern, professor of finance at Columbia, Carnegie-Mellon, the University of Cape Town and three other major universities, shocked our audience by…

  • ‘The Myth of America’s Decline’ Revisited

    Few ideas challenge conventional wisdom more than one that questions the pervasive notion that America has seen its best days.

  • Another First on CNBC, Thanks to Rick Santelli

    Rick Santelli, CNBC’s commentator on interest rates, is the father of the “tea party” after his rant in 2009 against the government bailouts. Now he is a new supporter of my Gross Output statistic. A few weeks ago, he said on the | Read More »

  • Sony Crisis Highlights Growing Demand for Cyber Security

    While the Federal Reserve helped kick off what’s shaping up to be a Santa Claus rally in the stock market this year, the last week also served as a strong reminder about the downside to the ever-increasing digital and connected | Read More »

  • The Biggest Surprises of the Year

    Every year has its surprises, and 2014 definitely is no exception. This year brought about what I call the “big four surprises.” I call them that because A) each was truly a big development that influenced the entire global market, | Read More »

  • International REIT Offers Diversification

    This week’s ETF Talk introduces an international real estate investment trust (REIT) fund, the Vanguard Global ex-U.S. Real Estate ETF (VNQI), which complements the domestic REIT we featured last week. While last week I suggested that domestic REITs might be a good | Read More »

  • How U.S. Small Caps Will Pay for My Son’s College Education

    I recently opened and funded a 529 College Savings Plan for my six-month old son. Suddenly, I realized I had a case study of an ideal investment advisory client: someone with a long-term investment horizon who doesn’t need to access | Read More »

  • This ETF is Designed to Shelter Your Portfolio

    As a real estate investment trust (REIT), VNQ’s investments are in the currently stable real estate market.

  • Setting up a Successful 2015

    Here’s my shortlist for things to ponder about the markets during the holidays.

  • Janet Santa is Coming to Town: A Christmas Gift for You

    In the face of another crisis on Wall Street, Fed Chair Janet Yellen eased investors’ fears in a news conference, saying that the U.S. economic recovery still needs support from Fed stimulus.

  • Tis the Season for Dividend Increases

    Next to profits, dividend increases are the mother’s milk when it comes to investing.

  • For Discerning Investment Returns, Look to the S&P 500’s Aristocrats

    Launched in 2005, Standard & Poor’s developed this index as a way to mimic an investment strategy that some sophisticated dividend investors had been employing successfully for decades.

  • Vanguard Offers Low-Fee Bond Fund

    BSV is the smallest fund of all of those we have addressed in our series.