To become a successful ETF investor, an important step is to educate yourself on the theory behind ETFs and basic ETF investing strategies. Below are our best timeless educational articles that will teach you everything you need to know about ETF investing.
ETFs Can Boost Your Liquidity Management Strategy
2019-03-19One of the most overlooked challenges facing modern investors is having too much unnecessary cash...
What Is an In-Kind Redemption for ETFs?
2019-03-05New investors often envision receiving big cash payouts when they sell their securities at a...
Understanding an ETF’s Total Cost of Ownership
2019-02-05Exchange-traded funds (ETFs) have exploded in popularity over the past ten years, creating fierce...
Understanding the Role of ETFs in Retirement Planning
2019-01-22The growth and widespread adoption of exchange-traded funds (ETFs) has had a profound impact on...
What is Market Timing?
2019-01-08Investors and portfolio managers who emphasize the use of predictive methods to buy and sell...
Who Are Institutional Investors?
2018-12-25When it comes to the financial news, the phrase “institutional investors” is used frequently to...
Learn About Fulcrum Fees
2018-12-11The era of ultra-cheap exchange-traded funds (ETFs) is upon us, and asset managers are upping the...
What Is Thematic Investing?
2018-11-27In the world of exchange-traded funds (ETFs), thematic investing has taken on new significance as...
Using ETFs as Part of Your Strategic Asset Allocation
2018-11-13One of the first steps to building the right investment portfolio is understanding how to use...
How Are Stock Market Sectors and Industries Classified?
2018-10-16There are many different classification systems that analysts, journalists, investors, and other...
How Do Regular and Reverse ETF Splits Work?
2018-10-02While exchange-traded funds (ETFs) offer seamless exposure to stocks, their structure as...
Using ETFs for Tactical Asset Allocation
2018-09-18A properly executed ETF portfolio can ensure steady growth and profitability regardless of the...
Bond Funds vs. Bond ETFs
2018-09-04Thanks to constant innovation, there are plenty of ways for investors to craft a portfolio these...
ETFs vs. Index Mutual Funds
2018-08-21The difference between an exchange-traded fund (ETF) and an index mutual fund is not as cosmetic...
Why No Investor Is Passive
2018-01-01The debate over passive and active investing has long divided portfolio managers. While both...
Who Are Authorized Participants?
2017-12-31In the world of exchange-traded funds (ETFs), authorized participants (APs) play an integral...
Understanding Securities Lending in ETFs
2017-12-30In the world of exchange-traded funds (ETFs), securities lending is a simple process that can...
ETFs Versus ETNs
2017-12-29The market for exchange-traded funds (ETFs) is bigger than you think. In addition to ETFs, market...
Six Investing Tips for New College Grads
2017-10-12Despite an improving labor market, college grads face an uphill battle translating their skills...
Five Sustainable Investing Trends in 2017
2017-05-23For investors these days, it’s not just about making a decent return; it’s about...
Why Is Socially Responsible Investing Generating so Much Interest?
2017-05-16There are plenty of investment styles and fads out there. And plenty of them have gone the way of...
An Introduction to Socially Responsible Investing
2017-05-09These days, many investors are looking for more than just a positive return. They’re looking for...
ETF Closures: How to Manage and Avoid Them
2017-04-06The growth and widespread proliferation of exchange-traded funds (ETFs) has transformed the...
Are Fringe ETFs Worth the Added Cost?
2017-02-01The exchange-traded fund (ETF) industry has exploded over the past decade. Between 2003 and 2015,...
Smart Beta Investing: Index Construction and Methodology
2017-01-24The growth and widespread adoption of smart beta investing reflects the need to look past...
The Hidden Risks and Costs of ETFs
2017-01-10The market for exchange-traded funds (ETFs) has grown dramatically over the past decade, as...
Top 3 Covered Call ETFs
2016-12-26Options are a great way for investors to capitalize on a stock’s movement without having to shell...
How Smart Beta Works for Other Asset Classes - Part 1
2016-12-13Smart beta exchange-traded funds (ETFs) have become increasingly popular over the past several...
How Will Robo-Advisors Impact the Future of Investing?
2016-12-08The rise of the robo-advisor represents one of the most profound shifts in FinTech. It also...
Smart Beta ETFs Can Help You Navigate The Market Cycle
2016-11-22Over the past decade, the ETF market has expanded in size, scope and complexity. Once designed to...
6 Best Practices for Executing ETF Orders
2016-11-17Exchange-traded funds (ETFs) trade somewhat differently than individual securities or even mutual...
Election-Resilient ETFs to Buy
2016-11-04As election uncertainty looms, investors will be looking for defensive plays in the ETF market to...
How to Prepare for a Bear Market Without Selling Everything
2016-10-27Many investors are tempted to sell when the market moves lower or media pundits talk of an...
How Market Catalysts Affect ETFs
2016-09-20Market catalysts are events that move the market in a significant way. When the Dow Jones...
How to Avoid These 3 “Political Risk” Trading Mistakes
2016-09-13We all hear about political risk, but what exactly does it mean for investors and how should you...
Preferred Stock ETFs: What You Need to Know
2016-09-07Preferred stock ETFs are popular investments during low interest rate environments due to their...
Socially Responsible Investing (SRI) - Better Returns for Being “Good”
2016-08-30Fads in the investing world tend to come and go. Most of the time, these fads have a few years in...
Position Sizing 101 for ETF Investors
2016-08-24Regardless of whether your investment horizon is measured in minutes, days or years, proper...
The Grey Area Between Mutual Funds and ETFs Is Blurring
2016-08-23There has always been a so-called battle between mutual funds and exchange traded funds (ETFs)....
Why Investing in Water Is a True Long-Term Play
2016-07-28Water may seem like a strange investment on the surface, given the vastness of the world’s...
Relative Strength Investing 101
2016-07-26Momentum investors will often look to Relative Strength for clues to help with security...
This Hidden Cost Could Be Eating Into Your ETF Returns
2016-07-21Exchange-traded funds (ETFs) are generally seen as a low cost way to build a diversified...
How to Gauge Risk Appetite With ETFs
2016-07-19ETFs are often regarded as useful price discovery tools as they are able to deliver liquid access...
How to Go Short Europe With ETFs
2016-07-07There are many reasons that investors may want to short-sell — or bet against — European...
How to Get Ahead Without Ever Buying or Selling an ETF: Research, Research, and More Research
2016-07-05Investing has more than a few quirks that make it like no other endeavor out there. However, what...
Avoid These 3 ETF Hedging Mistakes
2016-06-28ETFs have found their way into countless portfolios, and many investors have even grown...
3 Ways to Lower Your Beta With ETFs
2016-06-15Volatility has a different reputation depending on who you ask. For growth-seeking investors,...
5 Ways to Combat the Summer Doldrums with ETFs
2016-06-07If you’ve been an investor for a few years, there’s a good chance you’ve read about, and perhaps...
Why Investors Should Look Beyond ETF Returns
2016-06-03Many investors compare exchange-traded funds (ETFs) by looking at recent returns. While this...
Top 7 Most Niche ETFs
2016-05-12With many of the broad and basic indexes pretty much covered, exchange-traded fund (ETFs) issuers...
Dividend ETFs May Be Safe, But They're Far From Risk-Free
2016-05-11Dividend investing holds tremendous appeal during all sorts of market environments. However,...
What Smart-Beta ETFs Can (and Cannot) Do for Fundamental Investors
2016-04-27As with any new product innovation, whether it be in the financial or tech space, there are bound...
Why Commodity ETPs Deviate From Spot Price
2016-04-20Commodity exchange-traded products (ETPs) have raised some eyebrows over the years because their...
The 10 Hedge Fund Strategy ETFs You Should Consider
2016-04-11For most investors, the term hedge fund conjures images of insane 50% annual returns, but that...
The 10 Smart-Beta ETFs You Should Consider
2016-03-23As investors look to outperform the markets, more and more are turning to smart-beta or...
10 ETFs for Risk Reduction in Your Portfolio
2016-03-22Investors who suspect that the stock market may be about to decline can take action to reduce the...
What Is an ETF (Exchange-Traded Fund)?
2016-02-03The father of exchange-traded funds, Nathan “Nate” Most certainly left his mark on the industry...
Trend Following 101
2016-01-26The trend-following approach holds special appeal as it promises large profits to those capable...
ETF Options: A Welcome Change or Growing Threat?
2016-01-15Exchange-traded funds (ETFs) have rapidly grown in popularity over the past decade, driven by...
The 11 Sectors of the Stock Market
2015-12-25The stock market is often divided into 11 major sectors representing key areas of the economy....
Crisis Investing With ETFs
2015-12-22Profiting from the overreaction of others is fundamental to the contrarian investment philosophy....
LinkedIn Exposed
2015-12-09LinkedIn can be an attractive investment as their profits grew 37% year-over-year in Q3 of 2015....
Value Investing 101
2015-11-12Anyone who has ever read about Warren Buffett has more than likely come across the topic of value...
Prepare for the Next Bear Market
2015-11-05Have you lived through the emotional roller-coaster that usually comes after a severe market...
Momentum Investing 101
2015-11-04What is this mysterious thing called momentum investing? It’s cited in discussions about...
How to Battle Your Investing Biases
2015-10-30Successful investing over the long haul is challenging because you’re always facing off with...
The Low-Risk “All-Weather” Portfolio
2015-10-20Creating a properly diversified portfolio can be a difficult proposition, especially when...
Using VXX to Get through These Volatile Markets
2015-10-13(VXX ) is a short-term futures exchange-traded note (ETN) that’s designed to provide investors...
5 Core Smart Beta ETFs You Need in Your Portfolio
2015-10-07As more investors realize the power of indexing and its effects on long-term returns, more are...
How to Read an ETF Prospectus…and Not Go Cross-Eyed
2015-07-16“Always consult the fund’s prospectus before investing.” So goes the generic tag-line...
Portfolio Turnover 101: An ETF Database Guide
2015-07-13At first blush, exchange traded funds (ETFs)—and mutual funds for that matter—are pretty simple...
How to Analyze ETFs: A Beginner's Guide
2015-06-25Since coming onto the investment scene in 1993, the market for ETFs has expanded dramtically,...
Why are ETFs so Much Cheaper than Mutual Funds?
2015-06-24ETFs have found their way into countless portfolios over the years thanks to the efficiency of...
Do ETFs Pay Dividends?
2015-06-24The theme of dividend investing has taken portfolios by storm, as ultra-low rates have forced...
The Hidden Costs of ETF Investing
2015-06-24One of the most appealing features of exchange-traded funds–aside from their ability to tap into...
Want a Simple ETF Portfolio? Here Are 25 of Them!
2015-06-24Exchange-traded products have found their way into countless portfolios as investors of all walks...
ETF Liquidity 101
2015-06-24Exchange-traded funds have become extremely popular over the past two decades, as investors have...
How to Hedge with ETFs: An ETF Database Guide
2015-06-24ETFs have rightfully earned the approval of countless buy-and-hold investors, as these financial...
10 Excellent Videos About Long-Term Investing
2015-06-24For many, taking a long view is the key to investment success. Long-term investing — using a ...
ETF Distributions and Capital Gains
2015-06-24Income investing has become particularly popular in recent years, as near-zero interest rates...
Alternatives to the 20 Most Popular ETFs: QQQ, SPY, GLD
2015-06-24The impressive pace of expansion in the ETF industry has been well documented; continuous product...
5 Important Lessons For ETF Investors
2015-06-24Innovation remains a dominant and exciting theme in the ETF universe. Although, as with any...
Simplifying Your ETF Portfolio for Better Returns
2015-06-24We often tell investors there is no shame in a simple portfolio – advice that is easier given...
10 Questions About ETFs You’ve Been Too Afraid To Ask
2015-04-24As the exchange-traded world continues to expand, many investors find themselves asking the same...
ETF Rapid Fire: 25 Unique ETFs You May Have Missed
2015-04-24In an effort to shed more light on some of the more compelling products to hit the Street over...
ETF Alternatives to the Most Popular Mutual Funds
2015-04-24With over 1,600 exchange-traded funds on the market, investors can easily tap into nearly every...
Why Invest with ETFs? A Beginner's Guide
2015-04-24An ETF is an exchange-traded fund. For simplicity’s sake, you can think of it as a mutual fund...
10 Essential Apps for Intelligent ETF Investors
2015-04-24Smartphone apps make it easy to accomplish nearly anything, from staying on top of your weight...
ETF Portfolio Building: A Beginner's Guide
2015-04-24The key to any good portfolio is diversification: a good mix of a variety of asset classes (...
Building the Perfect ETF Portfolio (with 20/20 Hindsight)
2015-04-24One of the most frustrating aspects of investing is hindsight. The could have, should have, would...
Ten Commandments of ETF Investing
2015-04-24As ETFs have burst on to the scene the number of products available and complexity of exposure...
When the Fine Print Matters for ETF Investors
2015-04-24In the world of finance, with innovation comes complexity, and ETFs are no exception to this rule...
Unconventional Uses for ETFs
2015-04-24Over the years, exchange-traded funds have become popular with investors and traders alike....
ETF Biases: What’s Really Driving Your ETF Portfolio?
2015-04-24Over the years, investors have come to embrace the exchange-traded fund structure, as these...
Smart Beta ETFs: The Complete Guide
2015-03-30Since the dawn of indexing and funds like SPDR S&P 500 Index ETF (SPY), investment focus has...