Tom Lydon’s Amazon.com ETF Podcast
November 17, 2008 – Listen to Tom Lydon talk about exchange traded funds (ETFs) and his book iMoney: Profitable ETF Strategies for Every Investor. Then, while you’re there, why not buy a copy of the book and for someone who... Continue Reading »

ETF Strategies in Volatile Markets
November 13, 2008 – The markets are as volatile as ever today, making it a good one for an article I wrote to appear in Investment News, outlining our strategy when it comes to exchange traded funds (ETFs). Many advisors... Continue Reading »

Turmoil Could Spawn Opportunity In High-Grade Bond ETFs
November 8, 2008 – Current market conditions may ultimately translate into a brighter future for corporate bond and exchange traded funds (ETFs). The high-grade bonds are being priced with a highly pessimistic view of the future. Long-term maturity corporate bonds... Continue Reading »

Tom Lydon Talks About Obama’s Effect on ETFs
November 7, 2008 – Tom Lydon appeared on Fox Business yesterday to discuss which exchange traded funds (ETFs) could benefit from President-Elect Barack Obama’s administration. Continue Reading »

ETFs As A Core To Portfolio Building
November 4, 2008 – Studies show that the majority of active fund managers do not outperform the markets consistently, a fact that has more investors considering exchange traded funds (ETFs) and other index products instead. One of the best ways... Continue Reading »

ETF Outlook After Markets Recover Is Positive
October 24, 2008 – As bulls stormed through the markets, exchange traded funds (ETFs) were right there with them, delivering big returns and becoming something of a household name. At the end of 2007, there were 629 domestic ETFs with... Continue Reading »

ETF Investors Need to Watch and Wait
October 24, 2008 – We’re in interesting and unprecedented times, and many investors have questions about their exchange traded funds (ETFs) and what to do now that many of them are 40% and even 75% off their highs. There’s no... Continue Reading »

Keeping It Cool With ETFs In These Markets
October 17, 2008 – The best way to keep the emotional-investing habit in check when it comes to exchange traded funds (ETFs) is to have a strategy. Our strategy hinges on the long-term trend line (200-day moving average), which represents... Continue Reading »

Bond ETFs Trade At Discount to NAV
October 17, 2008 – The credit crisis has suddenly made certain areas a lot more interesting than they normally would be: just look at commercial paper and bond exchange traded funds (ETFs). Record volatility in the markets has wound up... Continue Reading »

Tom Lydon Talks ETF Entry Strategies on Fox Business
October 16, 2008 – Tom Lydon talked about using the 50-day moving average with exchange traded funds (ETFs) as a strategy for getting back into the markets when there’s a recovery. Continue Reading »

Tom Lydon on Gaining An Edge With ETFs
October 13, 2008 – “iMoney” author Tom Lydon discusses the use of exchange traded funds (ETFs) in this volatile market to quickly access different asset classes. Lydon also addresses what’s ahead for ETFs in the future, including actively managed funds,... Continue Reading »

What ETF Investors Should Do In Market Turbulence
October 4, 2008 – Many exchange traded fund (ETF) investors of all types have been worried these last few weeks, as the Dow Jones Industrial Average has seen some of its biggest losses and most volatile days in history. Mary... Continue Reading »

Investors See Benefits of ETFs in 401(k) Plans
September 29, 2008 – Investors who seek their own retirement plans and or manage their own 401(k)s are increasingly choosing exchange traded funds (ETFs) as their investments of choice. Lisa Shidler for Investment News explains that self-directed accounts allow investors... Continue Reading »

Micro-Cap ETFs Are Nimble In a Recovery
September 23, 2008 – Micro-cap stocks and exchange traded funds (ETFs) have been struggling along with just about every other segment of the market as of late. When micro-caps do take off, they do so with quite a bang, and... Continue Reading »

Tom Lydon Talks ETFs and Advisors In Financial Planning
September 11, 2008 – It is no secret that exchange traded funds (ETFs) are catching on in the investment world, especially for their low costs to the investors and the financial advisors who use them. Stephen Crowe for Financial Planning... Continue Reading »

Tom Lydon Talks Regional Banks, Retail ETFs on Fox Business
September 3, 2008 – Tom Lydon appeared on Fox Business Network today to discuss the automobile industry, regional banks, and retail exchange traded funds (ETFs). Video of Tom’s segment appears below: Continue Reading »

iMoney, Tom Lydon Appear in Advisor Perspectives
August 19, 2008 – Tom Lydon talks about iMoney: Profitable ETF Strategies for Every Investor, as well his top ETF investing trends. Visit Advisor Perspectives to get Tom’s thoughts on where ETFs have been headed so far in 2008. Continue Reading »

Tom Lydon Talks About ETFs and iMoney: Profitable ETF Strategies for Every Investor
August 13, 2008 – To hear Tom Lydon talk about exchange traded funds (ETFs) and why you should own them, as well as the benefits of his book, iMoney: Profitable ETF Strategies for Every Investor, listen to his podcast.   ... Continue Reading »

ETF Investors, Advisors Have Been Coming Back Home
August 11, 2008 – When it comes to exchange traded funds (ETFs), maybe you can go home again. For the first time this decade, the U.S. stock market and ETFs are outperforming the global ones, and many advisors are... Continue Reading »

Small Cap ETFs Lead the Way In Recovery Periods
August 7, 2008 – Small-cap exchange traded funds (ETFs) are leading the charge as the markets begin to show tentative signs of recovery. The downtrend in July was bucked by the iShares Russell 2000 Index (IWM) with a 3.3% gain,... Continue Reading »

U.S. News & World Report Talks ETFs and iMoney With Tom Lydon
August 3, 2008 – You had to go and ask - why should you invest in exchange traded funds (ETFs)? We talked to Katy Marquardt for U.S. News & World Report earlier this week about that very question. While ETFs... Continue Reading »

Short and Leveraged ETFs Are Beefing Up
July 30, 2008 – Some investors like to say short and ultra short exchange traded funds (ETFs) are similar to steroid use - bulking way up on an unnatural time scale. For instance, the ProShares Ultra Oil and Gas (DIG)... Continue Reading »

Tom Lydon Talks ETFs on Your Money with Chuck Jaffe
July 30, 2008 – Tom Lydon sat down and talked about asset classes such as energy, commodities and more with Chuck Jaffe for MarketWatch radio.    Tom Lydon on "Your Money with Chuck Jaffe" - July 30, 2008 [29:44m]: Play... Continue Reading »

ETF Beginners Should Start Here
July 30, 2008 – Are you a novice to exchange traded fund (ETF) investing? If you would like to build an all-ETF portfolio, there are some things to consider. We had a conversation with Katy Marquardt for U.S. News & World... Continue Reading »

iMoney: Profitable ETF Strategies for Every Investor Reviewed
July 27, 2008 – Rob Wherry for Smart Money reviews iMoney and talks to Tom Lydon about the current trends in ETFs. Click here for the story and three-part video! Continue Reading »

ETFs Help You Act Local And Go Global
July 25, 2008 – Going global with exchange traded funds (ETFs) has never presented a better opportunity than now, and it has become so much easier and cost-efficient with the advent of these funds. MoneyShow.com interviewed us regarding the ETF... Continue Reading »

Tom Lydon Talks Biotech ETFs on CNBC’s Power Lunch
July 22, 2008 – Tom Lydon talked about biotechnology exchange traded funds (ETFs) on CNBC this afternoon. Video of Tom’s segment is below: Continue Reading »

To Be a Successful ETF Investor, Have a Plan
July 15, 2008 – When it comes to investing in exchange traded funds (ETFs), before you do anything else, you need to have a strategy. We discuss many of these points in our new book, iMoney: Profitable ETF Strategies for... Continue Reading »

Can Water Bring Investors to the ETFs?
July 10, 2008 – The battle over water could be a boon to exchange traded fund (ETF) investors, but let’s hope no one loses their nose over it. Ouch! Water’s future could offer opportunities for investors who think of it... Continue Reading »

Tom Lydon on CNBC Special ETF 101
July 5, 2008 – Tom Lydon appeared alongside Lisa Dallmer of the NYSE and “ETF 101″ show host Bob Pisani yesterday to discuss the basics of exchange traded funds and future trends we may see. Continue Reading »

ETFs and Sectors to Watch In the Second Half of 2008
June 24, 2008 – Those who prefer investing with exchange traded funds (ETFs) may have bountiful choices to pick from, as there are several areas worth watching for the latter half of 2008. Can you believe we’re already just about halfway through... Continue Reading »

Spanning a New Frontier With ETFs
June 24, 2008 – Upon any new frontier, the possibilities for growth and prosperity are endless, so investors might be taking a liking to the new frontier exchange traded funds (ETFs) that take the "emerging markets" concept even... Continue Reading »

Tom Lydon on Fox Business
June 19, 2008 – Earlier this week, Tom Lydon appeared on Fox Business to discuss U.S. inflation and commodity ETFs with hosts David Asman and Liz Claman as well as fellow guest Adam Bold. Below is video of that... Continue Reading »

ETFs Can Be Fine-Tuned For Each Investor
June 19, 2008 – The exchange traded fund (ETF) industry is going strong, with nearly 700 funds to choose from and another 400 in registration with the Securities and Exchange Commission (SEC). iMoney: Profitable ETF Strategies For Every... Continue Reading »

Question and Answer Session About ETFs and Why They’re So Likable
June 17, 2008 – You may have noticed that we love exchange traded funds (ETFs) over here. Tom Lydon recently had a Q&A session with Stan Choe of the Associated Press and talked about exactly why that is. Click here... Continue Reading »

Commodity ETFs Hot Streak
June 16, 2008 – As a consumer, the commodities boom can make you feel pinched, but the bull market of raw materials could be an investment opportunity with exchange traded funds (ETFs). So why and how do you... Continue Reading »

Advisors Give ETFs a Big Thumbs-Up
June 13, 2008 – Everything’s more expensive these days and we’re all sick of being nickeled and dimed to death with random, surprise fees. This frustration has led to the success of exchange traded funds (ETFs), and they’ve changed... Continue Reading »

Oh Canada! Booming Economy Helps Their ETF
June 11, 2008 – Tom Lydon appeared on the ETF Tracker segment of Closing Bell on CNBC to discuss Canada’s booming economy, which is benefiting from the world’s rising energy costs. Canada is home to the world’s largest oil... Continue Reading »

Tom Lydon Talks Commodity ETFs on CNBC
June 6, 2008 – Tom Lydon discussed commodity ETFs and ETNs with Sue Herera on CNBC’s Power Lunch earlier today. Video of Tom’s segment is available below: Continue Reading »

ETFs Are Going Nuclear
June 6, 2008 – Nuclear energy was once a shunned energy source, treated and disliked as a leper, but the latest surge in crude oil and the related exchange traded funds(ETFs) have many seeking other energy sources. Will... Continue Reading »

Future Success of ETFs
June 6, 2008 – Although actively managed exchange traded funds (ETFs) have hit the market, there is still debate as to whether or not they will succeed. In their infancy, these ETFs don’t have a track record, which... Continue Reading »

Tom Lydon on Cavuto; Politics and Wall Street
June 5, 2008 – Tom Lydon appeared on a panel on the Cavuto show with Neil Cavuto on Fox Business Network last night. Video of Tom’s segment appears below: Continue Reading »

Russian Expansion Extends to ETF
June 5, 2008 – A lot can happen in a decade, fashions change, music shifts and countries such as Russia expand, sending related investments and exchange traded funds (ETFs) up. Although the U.S. is hurting from high oil... Continue Reading »

What Exactly Is an ETF?
June 5, 2008 – When it comes to exchange traded funds (ETFs), are there industry posers who are trying to disguise themselves? Dan Dolan of the Select Sector SPDRs ETF family thinks so. Among the newer ETFs, a pure... Continue Reading »

Tom Lydon on Taiwan Stock Market
May 27, 2008 – Last Friday afternoon, Tom Lydon appeared on the “ETF Tracker” segment of CNBC’s Closing Bell to discuss the Taiwan economy. Video of Tom’s segment appears below: Continue Reading »

Tom Lydon on the Booming Mexican Economy
May 16, 2008 – Tom Lydon appeared on CNBC’s “ETF Tracker” segment of Closing Bell earlier today to discuss the booming Mexican economy and some possible ETF plays in the region. Video of Tom’s segment appears below: Continue Reading »

Podcast: New Frontiers for ETFs
May 15, 2008 – Listen in as Tom Lydon joins in on a discussion about where exchange traded funds (ETFs) are headed. Also featured on the panel are PowerShares CEO Bruce Bond and author/CEO of Portfolio Solutions Richard Ferri. ... Continue Reading »

Tom Lydon Discusses ETFs on CNBC
May 14, 2008 – Tom Lydon appeared on CNBC’s “ETF Tracker” segment of Closing Bell earlier this afternoon to discuss how different ETFs may become beneficiaries of new presidential policy with the inauguration of a new president in 2009.... Continue Reading »

ETFs Adapt To Ever-Changing World and Business Dynamics
May 9, 2008 – Mutual funds don’t seem to be stepping up to the challenge that a global economy presents, possibly creating a wide-open door for the exchange traded fund (ETF) industry. The power of global business has arrived, with... Continue Reading »

Happy 5th Anniversary To The Equally-Weighted ETF
May 7, 2008 – Happy Anniversary to the equal-weight exchange traded fund (ETF) strategy, which marked the beginning five years ago. The Rydex S&P Equal Weight (RSP) started the trend on May 2, 2003, and has since opened the... Continue Reading »

Tom Lydon with Neil Cavuto
April 29, 2008 – Tom Lydon appeared on Neil Cavuto’s show on Fox Business earlier this afternoon to discuss rising food prices. Video of Tom’s segment appears below: Continue Reading »

If Commodity ETF Bubble Bursts, Your Strategy Can Be Used As a Flotation Device
April 28, 2008 – Market turmoil is leading to more and more investors turning to agriculture ETFs and exchange traded notes (ETNs), reports Hannah Glover for Ignites. Especially in places such as China and India, a rising middle... Continue Reading »

Tom Lydon Talks Oil ETFs on CNBC
April 16, 2008 – Tom Lydon appeared on CNBC’s "ETF Tracker" segment of Closing Bell earlier today to discuss how near-record oil prices has been making oil ETFs look pretty attractive lately. Video of Tom’s segment appears below: Continue Reading »

Tom Lydon Talks ETFs on Fox Business
April 9, 2008 – Tom Lydon appeared on Fox Business Network earlier today with anchor Cheryl Casone. Tom discussed hot ETFs in Asia and Latin America as well as poorly performing ETFs in the retail sector. Video of Tom’s... Continue Reading »

J.P. Morgan Could Inadvertently Find Itself In the Active ETF Game
March 27, 2008 – Bear Stearns Current Yield Fund (YYY), the first actively managed exchange traded fund (ETF) to hit the market, began trading Tuesday.    If JP Morgan Chase (JPM) takes over Bear Stearns (BSC), the company would... Continue Reading »

Tom Lydon on CNBC’s Power Lunch
March 27, 2008 – Tom Lydon was a guest on CNBC’s "Smart Money" segment of Power Lunch earlier today. He spoke with show host Sue Herera about agriculture ETFs. Video of Tom’s segment can be seen below: Continue Reading »

Tom Lydon on Fox Business Network
March 24, 2008 – Tom Lydon was a guest on Fox Business Network earlier today and discussed some of the basics of exchange traded funds one-on-one with host Dagen McDowell. Video of Tom’s segment appears below: Continue Reading »

Tom Lydon Discusses Taiwan Economy on “ETF Tracker”
March 24, 2008 – Tom Lydon appeared on CNBC’s "ETF Tracker" segment last Thursday to discuss the Taiwan economy. While global markets around the world have been declining recently, there is one area — Taiwan — which has been... Continue Reading »

Tom Lydon Talks Foreign Currency ETFs on “ETF Tracker”
March 24, 2008 – Tom Lydon appeared on CNBC’s “ETF Tracker” segment last Tuesday and discussed how the falling USD is opening opportunities for individual investors to buy foreign currencies as a way to hedge against low yields in... Continue Reading »

Target-Date ETFs Can Be a Solid Addition to Any Portfolio
March 23, 2008 – If you’re thinking about retirement, whether it’s in two years, 12 years, 22 years or beyond, there’s an exchange traded fund (ETF) for you. XShares Advisors launched a series of target date ETFs that definitely... Continue Reading »

Short ETFs Can Help If Handled With Care
March 6, 2008 – In a down market, short exchange traded funds (ETFs) gain popularity, but they need to be used with caution and education. ProShares UltraShort QQQ (QID) is one of the more popular ETFs of this... Continue Reading »

ETF Investors Dig for Platinum, Gold and Silver
March 5, 2008 – Yes, investors are flocking to gold exchange traded funds (ETFs) as the dollar weakens. Case in point is streetTRACKS Gold Shares (GLD): after gold surged to a record $992 an ounce earlier this week, the... Continue Reading »

Fundamentally Indexed ETFs Need More Assets
March 5, 2008 – Exchange traded funds (ETFs) based on fundamental indexes are proliferating, but they are having a difficult time garnering assets. Assets among 69 ETFs based on fundamental indexes totaled just over $7 billion at the... Continue Reading »

High Oil Prices Are Great for ETFs, Not For Consumer
February 25, 2008 – The recent triple-digit crude oil prices have impacted a certain type of exchange traded fund (ETF) and has pleased many investors. Rob Wherry for Smart Money explains that a new breed of investor is... Continue Reading »

Are ETF Liquidations Really That Painful?
February 20, 2008 – In the wake of Claymore’s closing of 11 exchange traded funds (ETFs), many industry experts believe that’s not the last of it. Morningstar believes that up to 23 funds could be shut down, reports  David Hoffman... Continue Reading »

Tom Lydon on ETF Tracker Yesterday
February 15, 2008 – Tom Lydon appeared on CNBC’s "ETF Tracker" segment of Closing Bell yesterday to discuss the surge in demand for silver. Below is a video of Tom’s appearance: Continue Reading »

Brazil ETF Shaking Things Up
February 13, 2008 – It is hard to determine what moves a broad group of stock so much that an exchange traded fund (ETF) will move sharply, but one factor could be that the major holdings are concentrated.... Continue Reading »

Video of Tom Lydon on CNBC’s ETF Tracker
February 12, 2008 – Tom Lydon was featured on CNBC’s "ETF Tracker" segment of Closing Bell earlier this afternoon, where he discussed gaming-related ETFs and the Sin Index. Continue Reading »

Municipal Bond ETFs Have Attractive Yields
February 11, 2008 – Competitive yields are suddenly giving municipal bond exchange traded funds (ETFs) a new level of attractiveness to investors. Muni bond ETFs are the new kids on the block; the first ones didn’t appear until last... Continue Reading »

Video of Tom Lydon on FBN This Morning
February 4, 2008 – Tom Lydon was on Fox Business Network’s Opening Bell this morning and discussed silver ETFs, agriculture ETFs, and the advantages of ETFs versus mutual funds with hosts Connell McShane, Ray Hennessey, and Ashley Webster. Below... Continue Reading »

The Best Performing ETFs So Far
February 4, 2008 – Tom Lydon appeared this morning on CNBC with Matt Nesto to talk about the top-performing exchange traded funds (ETFs) of the year so far. Click here to view the video. Continue Reading »

Gambling ETF Gives Purest Play on Casinos
January 29, 2008 – One area of the entertainment industry that doesn’t appear to be suffering in the wake of the writer’s strike and the otherwise tough economic climate is gaming, and the exchange traded fund (ETF) industry... Continue Reading »

Video of Tom Lydon on Squawk Box This Morning
January 28, 2008 – Tom Lydon appeared on CNBC’s Squawk Box this morning to discuss ETFs with host Becky Quick. A video of this morning’s segment with Tom is below: Continue Reading »

Advisors Lay Out Their ETF Strategies
January 24, 2008 – As stocks and exchange traded funds (ETFs) tumbled on Wall Street on Tuesday, the phone calls began in Orange County financial managers’ offices. The question on everyone’s lips was, "Now what?" Mary Ann Milbourne for... Continue Reading »

The Year Of the Actively Managed ETF?
January 15, 2008 – A new listing for an actively managed exchange traded fund (ETF) was filed last week, making 2008 the year investors may get to invest in one. AdvisorShares Investments filed with the Securities and Exchange... Continue Reading »

ETFs Growing in Their Complexity
January 15, 2008 – Exchange traded funds (ETFs) are becoming more popular and as this happens, they are becoming more complex. The line between the 15-year old industry and mutual funds is blurring as providers are jockeying to... Continue Reading »

Country-Specific ETFs Tell Two Stories
January 11, 2008 – If they’re smartly played, country-specific exchange traded funds (ETFs) can deliver rewards. Country-specific ETFs, such as iShares Austria (EWO), give investors a great way to take advantage of growth in regions such as Eastern Europe. Two... Continue Reading »

ETF Trends’ Virginia Zart on Fox Business Channel
December 31, 2007 – Virginia Zart was on Opening Bell on Fox Business Channel earlier this morning to discuss ETFs. Below is video of the segment featuring Virginia. Continue Reading »

The Hottest ETFs
December 13, 2007 – Bright and early this morning, Tom Lydon appeared on CNBC to discuss the five hottest exchange traded funds (ETFs). Have a look at the video and share your thoughts! Continue Reading »

Video of Tom Lydon Discussing Financial ETFs on CNBC’s ETF Tracker
December 11, 2007 – Tom Lydon appeared on CNBC’s ETF Tracker segment this afternoon and discussed President Bush’s subprime rate freeze plan and what it could mean for ETFs and the economy in the long run. Two large financial... Continue Reading »

Handy And Helpful ETF Tools
December 6, 2007 – So many exchange traded funds (ETFs), so little time. The ETF market is ripe with choices, but for many the choices are overwhelming. The advent of a flooded market also brings the availability of... Continue Reading »

ETF Trends in Barron’s “The Best of Financial Bloggery”
November 12, 2007 – Financial blogging is catching more eyeballs and we’re happy to be a part of it. Mike Hogan reported for Barron’s from the BlogWorld Expo about the growing popularity in blogging and how a few... Continue Reading »

Video of Tom Lydon Discussing Single-Country ETFs
October 9, 2007 – Tom Lydon appeared on CNBC’s weekly “ETF Tracker” segment of Closing Bell yesterday and discussed German, Malaysian, and Austrian single-country ETFs with Melissa Francis. Video of Tom’s segment appears below: Continue Reading »

Video of Tom Lydon Discussing BRIC ETFs
October 1, 2007 – Tom Lydon appeared on CNBC’s weekly "ETF Tracker" segment of Closing Bell earlier today and discussed BRIC ETFs with Melissa Francis. Video of the segment appears below: Continue Reading »

Video of Tom Lydon on CNBC’s ETF Tracker
September 24, 2007 – Tom Lydon appeared on CNBC’s “ETF Tracker” segment of Closing Bell to discuss currency ETFs with CNBC’s Melissa Francis. Video of the segment is available below: Continue Reading »

ETF Downswings Aren’t Always Doom and Gloom
September 15, 2007 – Is there opportunity in housing exchange traded funds (ETFs) in the current market?  After reading our post in August about housing ETFs falling on home sales news, Selena Maranjian for The Motley Fool went... Continue Reading »

ETFs Are Like the Supermarket?
September 10, 2007 – Exchange traded funds (ETFs) can be more like a specialty, organic foods market than a general marketplace. While the organic store has the main items found in a supermarket, they tend to focus in... Continue Reading »

Spread Glitches in ETF Trading
September 5, 2007 –   The latest market swing has uncovered a caution to consider when investing in exchange traded funds (ETFs). It appears that wide trading spreads are a problem because ETFs trade on exchanges like stocks. "Bid-ask"... Continue Reading »

Some Benefits and Drawbacks to Green ETFs
August 23, 2007 – "Green" exchange traded funds (ETFs) seem to be benefiting from investors’ growing environmental conscientiousness. For example, PowerShares WilderHill Clean Energy (PBW) has been one of the top performing ETFs for the year so far.... Continue Reading »

The ETF Advantage
August 20, 2007 – Exchange traded funds (ETFs) are an essential tool in every investor’s toolbox because they offer another option for portfolio diversification, which helps protect against market volatility. The advantage of ETFs is that they allow... Continue Reading »

Video of Tom Lydon Discussing Oil on CNBC
July 26, 2007 – Tom Lydon appeared on CNBC’s Power Lunch earlier today to discuss big oil plays with Simmons & Company International’s energy analyst Robert Kessler and show host Sue Herera. Below is a video of the segment.  ... Continue Reading »

Growing Ethical ETFs Give Investors Options
July 23, 2007 – Ethically-minded investors have more options as exchange traded funds (ETFs) cross over into the wealth-building, world improving categories. During the past few years, around a dozen ETFs with a socially responsible focus have debuted... Continue Reading »

Tom Lydon Discusses Gold ETFs on CNBC
July 19, 2007 – Tom Lydon was on CNBC’s Power Lunch with Sue Herera earlier today. Below is a video of Tom’s segment. Continue Reading »

ETF Popularity Highlighted In Worth Magazine
June 21, 2007 –    Worth Magazine reached out to us in response to reader’s interest in exchange traded funds (ETFs).  In the July issue, our article, Spinning the SPDRs, addresses the growing popularity of ETFs and takes a... Continue Reading »

Video of Tom Lydon on CNBC’s ‘Power Lunch’
June 7, 2007 – Tom Lydon discusses oil ETFs on CNBC’s Power Lunch. Continue Reading »

The Commodity or Producer ETF?
June 4, 2007 – There was a lot of feedback on our interview with Jonathan Burton at MarketWatch, regarding investing in commodities versus the producers with exchange traded funds (ETFs).  This weekend, Burton followed up with a more... Continue Reading »

China Market and ETFs - Interview on CBS Radio
June 2, 2007 – This week global markets took a Shanghai sell-off of stocks in stride, as the Chinese government attempted to cool the soaring Chinese stocks and exchange traded funds(ETFs) that hold them. Kirk Shinkle for Investor’s Business Daily reports China’s... Continue Reading »

ETFs And Retirement Industry Continue To Merge
June 1, 2007 – There is a battle over 401k money and exchange traded funds (ETFs) are doing what they can to get in.  Once in, ETFs could claim a big portion of the retirement marketplace.  BenefitStreet joined... Continue Reading »

ETFs-What’s Not To Love?
May 27, 2007 – Exchange traded funds (ETFs) have gone farther down the food chain than traditional index funds. The wide array of funds available make it easier to own different types of investments and ride trends in... Continue Reading »

ETFs Are The Future
May 26, 2007 – Are exchange traded funds (ETFs) the investment choice of the future? The ETF industry has taken in over $450 billion in assets and little by little they are gaining ground on the $8 trillion... Continue Reading »

Solidify Your Portfolio With A Steel ETF
May 21, 2007 – How about a steel exchange traded fund (ETF) to solidify your portfolio? After oil and gas, steel is the most sought after commodity. The modern world cannot function without it and it is the... Continue Reading »

Silver ETFs Outshine Gold
May 7, 2007 – While metals investors may be waiting for gold to return to the $700 level, traders may want to keep an eye on silver exchange traded funds (ETFs).  Silver not only rises with gold during a... Continue Reading »

DB’s Gold ETF Collection Worthy?
May 6, 2007 – Why isn’t Deutsche Bank having much luck with it’s collection of metals exchange traded funds (ETFs)? A closer look into one of their products, PowerShares DB Gold (DGL) may help solve a bit of... Continue Reading »

Timing of the Russia ETF
May 4, 2007 – Exchange traded fund (ETF) investors seeking exposure to Russia have been given a tool to capture this market. Van Eck Market Vectors-Russia ETF (RSX) appeared on the New York Stock Exchange this week. It’s... Continue Reading »

How We Invest In ETFs For Our Clients
May 1, 2007 – We get many inquires about how we manage our client portfolios using exchange traded funds (ETFs).  Recently we wrote a piece for Index Universe describing our process.  With the growing list of available ETFs... Continue Reading »

Video of Tom Lydon on Bloomberg’s ‘Morning Call’
April 27, 2007 – Yesterday, Tom Lydon appeared on CNBC’s Morning Call. Earlier this morning, Tom was on Bloomberg TV’s Morning Call to discuss exchange traded funds with host Matt Miller. Below is a video of this morning’s segment... Continue Reading »

Video of Tom Lydon on CNBC’s ‘Morning Call’
April 26, 2007 – Tom Lydon appeared on CNBC’s Morning Call with host Liz Claman and Forbes associate editor Michael Maiello. Below is a video of this morning’s segment on ETFs. Continue Reading »

ETFs-Don’t Know What You Got Till It’s Gone
April 25, 2007 – Alternative energy has become in-vogue, with the Supreme Court, Wall Street, exchange traded funds (ETFs), fashionistas and even the Academy Awards taking notice. The Wall Street Journal looks at personal finance and notes that... Continue Reading »

What’s Up With Alternative Energy ETFs?
April 10, 2007 – The Supreme Court has begun debate concerning greenhouse gases as pollutants, giving attention to exchange traded funds (ETFs) focused on alternative energy stocks. This is the first time the high court has entertained acts... Continue Reading »

New ETF Book On The Market
April 4, 2007 – Archie Richards Jr. has just come out with a book, Understanding Exchange Traded Funds. Inside this 208 page book are tips on how to use and trade ETFs for best results. There is also... Continue Reading »

Which ETFs Will The Subprime Affect
March 28, 2007 – With the recent issues in the subprime industry, it is important to keep in mind the exchange traded funds (ETFs) that could be affected.  Residential homebuilders is one area that has traded lower, SPDR... Continue Reading »

ETF Competition Ups The Ante
March 21, 2007 – As competition for capturing the exchange traded fund (ETF) marketplace heats up, producers are getting aggressive when pitching their product. A move to up ETF sales by State Street Global Advisors was splitting its... Continue Reading »

China Move Hits Asian ETFs
February 27, 2007 – Exchange Traded Funds (ETFs) tracking Asia and Pacific regions traded lower today after Chinese markets dropped nearly 9% due to investors taking profit on speculation there may be a slowdown in the country’s booming... Continue Reading »

TRAKRs Tax Efficiency Beats ETFs
February 26, 2007 – There is an investment opportunity that gives a tax treatment with an edge over exchange traded funds (ETFs). TRAKRs are futures contracts but differ from the usual commodities contracts in that buyers don’t use... Continue Reading »

Why Exotic ETFs Are Good
February 12, 2007 – It seems a new exchange traded fund (ETF) launches almost every time you turn around. As more products hit the market, the products keep changing to expose narrower-and weirder- market niches.  Marc Hogan... Continue Reading »

New Unique ETFs Launching Daily
February 6, 2007 – ProShares expanded their number of exchange traded funds (ETFs) last week, with the launch of 22 new funds. Murray Coleman of MarketWatch.com reports half the ETFs should double on a daily basis the... Continue Reading »

Telecom ETF On Global Frontier
January 23, 2007 – International telecommunication firms are in a good position to benefit from the fast growth of emerging markets, as are many investors. The exchange traded fund (ETF) WisdomTree International Communications Sector Fund (DGG) tracks... Continue Reading »

Dividends with International SmallCap ETFs
December 20, 2006 – WisdomTree exchange traded funds (ETFs) base their weighting, not on market cap, but on dividends.  Recently the ETF provider launched small-cap dividend funds, including WisdomTree Europe SmallCap Dividend (DFE), WisdomTree International SmallCap Dividend (DLS)... Continue Reading »

Currency ETFs Under Speculation
December 15, 2006 – Exposure to foreign currency is growing with exchange traded funds (ETFs) as investors are looking to profit from a declining dollar. David Hoffman of Investment News reports this strategy is considered risky by some... Continue Reading »

SEC Offer Better Communication For ETFs
December 12, 2006 – The Securities and Exchange Commission (SEC) has been working on a rule in order to speed the approval of new exchange traded funds (ETFs). ETFs have a unique structure which don’t fit into investment... Continue Reading »

Morningstar Biased About ETFs?
November 10, 2006 – Morningstar is receiving criticism for voicing a negative bias towards exchange traded funds (ETFs). The firm is best known for its ratings and analysis of mutual funds and fund companies license the use of... Continue Reading »

Fundamental Indexed ETF Providers
November 10, 2006 – The two largest exchange traded fund (ETF) providers, Barclays and State Street, appear leery to practice fundamental indexing.  Both have come out with ETFs that are weighted based on the highest yielding stocks within... Continue Reading »

This ETF Isn’t Garbage
November 4, 2006 – Van Eck’s new exchange traded fund (ETF) has an environmental twist. Global Market Vector’s Environmental Services (EVX) is made up of two dozen companies in waste management, recycling, environmental management, and consulting fields. It’s... Continue Reading »

ETFs Benefit From Free Trades
October 26, 2006 – Exchange traded funds (ETFs) were the subject of Bank of America Corporation’s recent offer. The bank is allowing 30 free stock trades a month to customers with at least $25,000 deposited in their account.... Continue Reading »

Fidelity ETF Offerings Slow in Coming
October 26, 2006 – Experts in the exchange traded fund industry say Fidelity Investments isn’t capitalizing on the current ETF boom.  David Hoffman of Investment News reports on this slow move into ETFs, a fast-growing segment of the... Continue Reading »

ETFs Getting Premier Advertising
October 18, 2006 – Industry observers predict exchange traded funds will soon have the same marketing activity as mutual funds.  Vanguard, one of the leading mutual fund companies, recently had a premier position in The Wall Street Journal,... Continue Reading »

SEC Reviewing ETF Application Process
September 27, 2006 – The news of the SEC initiative to speed up the exchange traded fund approval process has many in the industry talking.  Jen Ryan with TheStreet.com wanted to know what this means for the industry. ... Continue Reading »

Canadian ETF (EWC) Has Financials Too
September 26, 2006 – The iShares MSCI Canada (EWC) exchange traded fund and the Canadian economy are known for natural resources.  As Murray Coleman of Investors Business Daily reports, energy prices are falling and there is concern about... Continue Reading »

Closing of ETF O-Strip (OOO)
September 21, 2006 – Last week the SPDR O-Strip (OOO) exchange traded fund ceased trading, the first time in more than three years an ETF closed its doors.  David Hoffman of Investment News reports on the closing and... Continue Reading »

ETF Conference Sponsored By Barclay’s
September 9, 2006 – This week, Barclays held an ETF conference in Los Angeles, which was highlighted in an Investors Business Daily story.  We attended the conference, which focused on using ETFs to enhance portfolio performance.  There were several... Continue Reading »

Belgium ETF (EWK) Lifted by Financials
August 31, 2006 – iShares MSCI Belgium (EWK) is one of the European exchange traded funds that has been performing well this year.  Marie Beerens with Investor’s Business Daily reports it is among the top five European ETF... Continue Reading »

ETFs May See Hedge for Home Values
August 24, 2006 – David Hoffman of Investment News reports on a new product similar to an exchange traded fund that will help investors hedge their home value.  MACROs are a type of ETF whose value would be... Continue Reading »

ETFs and Tactical Asset Allocation
August 23, 2006 – Tom Leswing of Ignites reports that tactical asset allocation funds that use exchange traded funds are having a hard time.  There are very few of these funds that focus on ETFs and the two... Continue Reading »

ETF Study Shows Exponential Growth
June 20, 2006 – We spoke with Lisa Lacy of Ignites about a report written by Celent on the growth of exchange traded funds, "ETFs - All Aboard! Are ETFs Gaining on the Mutual Fund Industry?".  The report shows... Continue Reading »

ETFs Are NOT a Passing Fad
June 2, 2006 – I attended the Tenth Tiburon Strategic Advisors CEO Summit where discussions helped dismantle myths about investments, boomers and more.  In Financial Advisor magazine, I’ve highlighted these myths in an article, "Ten Myths Busted At... Continue Reading »

ETF Trends in Best Life Magazine
June 1, 2006 – I was recently interviewed by a new magazine, Best Life, for the investment section in the June 2006 issue.  They want to educate readers about using exchange traded funds due to their transparency and... Continue Reading »

ETF Money Management - Having an Exit Plan
May 23, 2006 – Adviser Raises Cash When Market Hiccups By Murray Coleman INVESTOR’S BUSINESS DAILY profiled our firm today. Posted 5/23/2006 With the market stalling out in the past few weeks, Tom Lydon built up cash. Before then, the president of Global Trends Investments had... Continue Reading »

ETF Trends - Final Fed Rate Hike on Wednesday?
May 8, 2006 – If the Fed raises rates again on Wednesday, will it be the last rate hike for a while? Today, I discussed this and the prospects for further stock market advances with MarketWatch.com. Here’s the three... Continue Reading »

ETF Trends In Financial Planning Magazine
May 8, 2006 – Advisors have more choices than ever when allocating client portfolios. The key question though is, "Is this right for my client?" Individual stocks, bonds, mutual funds, wrap  accounts, separately managed accounts (SMAs) and now... Continue Reading »

ETF Trends In Business Week
May 8, 2006 – We helped BusinessWeek look at the newest exchange traded funds as they become more and more specialized.  Recent examples include iShares Silver Trust (SLV) which tracks the price of silver and the First Trust Advisors... Continue Reading »

Financial ETFs on the Uptrend
May 5, 2006 – What happens when Fed Chairman Ben Bernanke says rate hikes might slow down?  Financial exchange trade funds reach new highs.  Murray Coleman of Investors Business Daily called to talk about the financial ETFs.  As... Continue Reading »

ETFs in 401(k) Plans Can’t Happen Soon Enough
May 4, 2006 – Exchange traded funds are a natural fit for 401(k) plans. So why aren’t more plan providers incorporating ETFs into their company plan choices? I spoke to Tom Leswing of Ignites and outlined why this... Continue Reading »

Buying New ETFs-Why Wait For Performance?
April 11, 2006 – Does one have to wait for a performance record on an exchange traded fund before making the purchase?  Not necessarily. Many ETFs track indexes and if that is the case, then the index already has an... Continue Reading »

Sweden ETF (EWD) Reviewed In Investor’s Business Daily
March 28, 2006 – Investor’s Business Daily’s reported on investment opportunities in Sweden.  "The region has steady employment, better economic growth and higher per-capita wealth than most of Europe … Scandinavia as a whole has been growing at... Continue Reading »

Know When to Get Out of a Hot ETF
March 3, 2006 – Jen Ryan of Dow Jones Newswires wrote an article on using a disciplined exit strategy when investing in exchange-traded funds.  We spoke to her about the 200-day moving average. "Lydon says he’ll keep a watchful... Continue Reading »

ETF Trends in Investors Business Daily - iShares MSCI Austria (EWO)
March 3, 2006 – Investors Business Daily recently launched a section dedicated to ETFs.  We helped Murray Coleman with today’s story on iShares MSCI Austria.  "Most of the top 10 performers in exchange traded funds during the past... Continue Reading »

ETF Trends in Today’s Barron’s
February 25, 2006 – Barron’s has recognized the increased interest in ETFs. In today’s issue they offered web sources for readers looking for assistance in their ETF research. "Blogs also follow the ETF beat, albeit in a different,... Continue Reading »