The Other 496 S&P Stocks
In an article from the Wall Street Journal, Justin Lahart describes how the immense growth of Amazon, Apple, Google parent Alphabet, and Facebook has been
July 18, 2017
No Comments
glossary
- Home
- glossary
New Book Encourages Investors to Join The “Index Revolution”
Charley Ellis’ new book “The Index Revolution: Why Investors Should Join It Now” discusses how the investment landscape has changed and how investors are better
October 13, 2016
No Comments
ETF Model SolutionsTM 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.
August 4, 2016
No Comments
A Look at Managed Futures
In a recent article on Bloomberg.com, Ye Xie discusses one winner in the Brexit rout. Over the past few days, managed futures funds were one
June 30, 2016
No Comments
MassMutual will pay $31M for 401(k) lawsuit
Massachusetts Mutual Life Insurance Co. will pay nearly $31 million to settle a lawsuit claiming that it mismanaged its 401(k) plan, according to recently filed
June 27, 2016
No Comments
ETF Model SolutionsTM Recognized As Finalist For 2016 WealthManagement.com Awards
APPLETON, Wis, June 21, 2016 / PRNewswire/– ETF Model SolutionsTM has been honored as a finalist for the WealthManagement.com Industry Awards in the “Asset Manager-ETF
June 21, 2016
No Comments
ETF Model SolutionsTM ETF Spotlight: Low Volatility ETFs
Recently, low volatility ETFs have become increasingly popular. The PowerShares S&P 500 Low Volatility Portfolio (SPLV, $41.19 – NYSEArca) invests in the top 100 S&P
June 15, 2016
No Comments
More Collective Investment Trusts Being Added to DC Plans
There are now over 3,200 collective investment trusts (CITs) tracked in the Morningstar CIT database, collectively holding nearly $2 trillion according to a recent article
May 12, 2016
No Comments
Of Baby Boomers, Gen X, Millennials and Gen Z
Interesting facts on America’s generational dynamics from recent WSJ blog: Generational Definitions: Greatest Generation (born before 1928) Silent Generation (born between 1928-1945) Baby Boomers (born between 1946-1964)
May 3, 2016
No Comments
DC Plans Slow to Adopt Liquid Alts…But Why?
A recent article on Wealth Management.com titled “Liquid Alts in DC Plans? Don’t Hold Your Breath” discusses the relatively slow adoption of Liquid Alts by
April 28, 2016
No Comments
Prateek Mehrotra discusses the Endowment Model of Investing with Institutional Real Estate Inc
Prateek Mehrotra, CIO of ETF Model SolutionsTM,and our affiliate, Endowment Wealth ManagementTM, was interviewed this week by Institutional Real Estate Inc. In the discussion, Prateek talks
March 4, 2016
No Comments
Skill Sets for Students Seeking Careers as a Financial Adviser
College graduates looking for a career in financial planning or for an investment adviser would do well to focus on taking courses and building a
November 4, 2015
No Comments