Understanding the Lessons from COVID-19

Understanding the Lessons from COVID-19

Psychologists often talk about five stages of grief. Similarly, we have witnessed five distinct reactions to the pandemic in asset classes, stocks, and sectors since February. To keep our message simple, we have described these stages sequentially, but we know, that like grief, reality is more complex [...] READ MORE »

Yes, Tesla Battery Day Could Be a big Deal

Following its highly anticipated stock split, Tesla tumbled last week as some high-flying growth stocks retreated, weighing on the ARK Autonomous Technology & Robotics ETF (CBOE: ARKQ) in the process. However, Tesla and ARKQ, which has one of the largest weights to the electric vehicle maker, can get their respective grooves back,... READ MORE »

Assessing the Active Allure of ANTs

Integral to the success of any new financial product is just how captive an audience that product is serving. Active non-transparent ETFs (ANTs) are capitalizing in attention from advisors, but that growth is in the early innings and could be spurred along by more education. With ANTs, active managers will be allowed to move from... READ MORE »

Small-Cap Biotechnology ETF Brings Big Opportunity

The Defiance Nasdaq Junior Biotechnology ETF (IBBJ) is still in its infancy in the biotechnology ETFs arena, having debuted just last month, but a big opportunity comes with this rookie ETF. IBBJ tracks the Nasdaq Junior Biotechnology Index (NBIJR), which is home to 177 stocks. The benchmark caps components’ market value at... READ MORE »

Get Paid With Pass Throughs With This REIT ETF

In today’s ultra-low yield, low interest rates for longer environment, investors should consider fresh approaches to income, including the newly minted ALPS REIT Dividend Dogs ETF (NYSEArca: RDOG). RDOG, which debuted earlier this year, is, as its name implies, a real estate investment trust (REIT) ETF, meaning it provides... READ MORE »

Utilities Steady on Earnings, Waiting on Low Bond Yields to Drive Upside

The Utilities Select Sector SPDR (NYSEArca: XLU) isn’t the most impressive sector ETF this year, but that could change into year end as income investors look to higher yielding assets. The defensive and yield-generating utilities play is garnering greater attention as a growing number of people are looking to global central... READ MORE »