Education Literature

  • A Correlation Misconception

    Even some high-net-worth clients confuse negative correlation with low (or non-) correlation. They mistakenly believe that returns for investments with low correlation move in opposite directions from each other.

  • ETF Liquidity – Four Rules to Consider

    Liquidity, transparency, real-time trading, and relatively low management fees are the reason why ETFs are becoming more and more popular as investment vehicles.

  • ETF Market Pricing

    While ETFs are designed to trade in line with their intraday values, during times of significant market volatility an ETF’s market price may vary more widely from its intraday value.

  • All time highs. Time to build an ark?

    Inverse ETFs can help protect against a squall. U.S. stocks bumped up against all-time highs again this year. After hitting a new intraday high of 2,178 on August 1st, the S&P 500 was unable to hold onto the gains. Sector performances offer a glimpse of where we are in the market cycle.