General

Preserving Your Mental Health

The challenges we all face today are unique and significant. The Coronavirus has unleashed uncertainty, economic pain and shelter-in-place for much of the population. Any one of those alone can impact our mental health; the combination of all three can wreak havoc on us. It is completely normal to experience feelings of loneliness, fear and anxiety during these unprecedented times. We may not be able to control the initial...

ETF Model Solutions^TM Named Finalist for 2016 Wisconsin Innovation Awards

August 4, 2016.  APPLETON, Wis.—ETF Model SolutionsTM has been named a finalist for the Wisconsin Innovation Awards for the development of its automated investment service, www.MyRoboAdviser. com. MyRoboAdviser.com is an online investment service that provides automated, goals-based investment advice directly to individuals through any internet-connected device.   MyRoboAdviser.com was created for millennials and digitally-connected individuals who are increasingly using digital apps.  The service provides automated: Account creation Account funding Portfolio management...

ETF Model Solutions^TM‘ CIO Featured in Trusted Insight Magazine

Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of ETF Model SolutionsTM, and its affiliate, Endowment Wealth ManagementTM, is featured in an exclusive interview in the most recent issue of Trusted Insight Magazine. In the article, Prateek discusses his career path, along with the vision that lead to his co-founding of the two firms’ of which he serves as Chief Investment Officer, serving clients through a multi-family service model,...

Hallmarks of Successful Active Equity Managers

As a Firm we are proponents of combining Active & Passive managers to optimize the risk-adjusted returns. Our business is building unique, core, strategic, passive models that provide market returns or beta at a low cost. While there are many reports written about why active management does not make sense as it adds minimal value, I came across this report which talks about why and how active managers might...

Dividend Investing

The era of ZIRP, easy money and financial repression has forced many savers/retirees to look elsewhere for yield/income. This has forced many investors to look at dividend paying stocks to capture a more predictable source of income and as a hedge against market gyrations. With the “graying” of America, it is not surprising that increasingly more investors have been chasing income-generating assets amid this period of relative low interest...

Chinese Yuan 12 month Forward

  Official data released on Tuesday showed China’s foreign exchange reserves jumping by $129 billion in the first quarter, to an all-time high of $3.95 trillion. The Chinese build reserves by intervening to weaken the Yuan against the US dollar. US Treasury officials responded by verbally reprimanding the Chinese about free market forces, although they stopped short of labeling the country a currency manipulator. It appears as though the...

Volatility 101: The basics of options trading

Options can be a wonderful tool to help an investor with portfolio hedging, to create extra income, even to speculate on a market trend. But before you can trade options on the stock price of Apple or Tesla, you have to understand the basics of volatility. To do that, we’re going to break down volatility into a three step recipe, which should be as easy as baking pie. Step...