ptf

ETF’s and Dynamic Asset Allocation

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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

The Many Dimensions of Technology ETFs and the Stocks They Hold

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The US Stock Market, led by technology, has outperformed most expectations this year. Going into Memorial Day weekend, SPY, the most popular S&P 500 ETF, has risen more than 10%. That’s a very impressive number in the face of many of the best-known strategists predicting a down year for the major index in 2023.   As … Read more