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We are recommending a new short  position for the month ahead, which looks to favorably position investors in the event of an interest rate hike-induced pullback on Wall Street. Below, we outline our investment thesis and outlook for the new recommendation, and as always, investors of all experience levels are advised to use stop-loss orders and practice disciplined profit-taking techniques.

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When building a diversified buy-and-hold portfolio, many investors utilize a well-balanced combination of fixed income and equity securities. Historically, investors have also embraced material allocation to real estate; however, since the housing crisis, investors are still quite hesitant to jump back into this corner. As the real estate market continues to grow, an allocation to this unique asset class should certainly not be overlooked. [click to continue…]

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The ETF universe has undeniably grown by leaps and bounds over the past few years, but even more impressive are some of the funds’ stellar track records since the depths of the most recent financial crisis. In light of the U.S. bull market turning five years old in March of 2014, we’ve been taking a look back to […]

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After suffering tremendous losses during the 2008 housing bubble, real estate investments have managed to claw their way back and are showing promising signs once again. As investors’ fears over housing have abated, interest in this corner of the market has come to the forefront once again, as this asset class offers key diversification benefits […]

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U.S. equities kicked off the week with a bang, with the S&P 500 closing at an all-time high and the Nasdaq ending at its best level since November of 2000. Bolstering today’s rally was a better-than-expected home sales report, which came in at the highest level in three years. The Commerce Department also reported that […]

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U.S. stocks have rebounded with full force since the housing market crisis simmered, with major equity indexes sitting at, or nearing, all-time highs. While many on Wall Street have undeniably enjoyed stellar returns since the bottom in 2009, the ultra-low interest rate environment at home and around the globe continues to pose a major challenge for income-seeking investors of all types [see 101 […]

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As 2012 draws to a close, we’ve been recapping some of the best and worst ETF performers over the past year. Today, we’re taking a look back at the biggest winners and losers of the previous year–2011– to see how they followed up their impressive (or depressing) years in 2012.  Many of the asset classes […]

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3 ETFs With Surprisingly Stellar 3-Year Returns

by on August 23, 2012 | Updated August 27, 2012

For the most part, many people would agree that  investing can sometimes be a crapshoot. Investors often find themselves playing a game of musical chairs, shifting their assets to the seemingly most promising corners of the financial universe. Sometimes these bets payoff, while other times investors get burned and are left with a sour investment. […]

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This time last year, investors were generally thrilled with the performances of their portfolios, which had continued to bounce back nicely from the devastating recession that hit in 2008. Unfortunately, few are feeling the same sense of accomplishment as 2011 draws to a close; this year has been frustrating in that a few large, swift […]

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After a record-setting October gave investors hope that 2011 would finish on a strong note, the first couple weeks of November have effectively taken any wind out of those sails. The culprit–surprise, surprise–has been the cash-strapped PIIGS economies of Europe, with Italy now grabbing the spotlight as a serious credit risk and a grave threat […]

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With a weak consumer economy and a lack of job creation, concerns are once again beginning to return to the housing industry. For the 10 City Case-Shiller index, prices are down year-over-year in non seasonally adjusted terms for the most recent reading, leading to a dreaded double dip for many markets around the country. However, […]

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With many equity markets plunging around the globe, investors are flocking towards safe-haven investments. This flight to quality has left many investors piling into U.S. Treasury bonds and the U.S. dollar in general. This has helped to sink commodity prices and send T-Bill yields lower decreasing the desirability of each substantially as asset classes to […]

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