ETF’s and Dynamic Asset Allocation

Today, ETFs dominate conversations between financial advisors and their clients to a much greater extent than traditional mutual funds or individual stocks and bonds. That certainly was not true at the end of the 20th century. At its core an ETF (exchange-traded fund) is merely a mutual fund or trust that issues shares that trade … Read more

Explosive Active ETF Growth Reaches a New Milestone

Since 2021, actively managed ETFs have enjoyed the highest percentage growth of any ETF category.  Coupled with the huge decline in traditionally structured mutual funds in the same period, it is understandable that these active mutual fund managers who once shunned ETFs as a fad are now offering ETFs and/or converting existing funds to ETFs. … Read more