Investing Strategies

ETF Upside

Are US Stocks Inflated? Fund Managers Say So

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Finance pros say US stock prices are higher than they should be, but that may have a lot to do with the biggest names in the S&P 500.

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ETF Upside

Like Active Management? Odds of Outperformance Are Slim

The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.

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ETF Upside

ETFs for Risk-On Investors

For investors with a higher risk tolerance, a standard ETF portfolio may not cut it.

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ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

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ETF Upside

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

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ETF Upside

Here Are the Most Popular Active ETFs of 2025

JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

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ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

The firm has launched nine total fixed-income ETFs this year.

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ETF Upside

JPMorgan Files to Launch Money Market ETF

The fund marks the latest example of issuers capitalizing on growing investor appetite for lower-risk options.

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ETF Upside

ETFs Built On Tax Advantage Draw Congressional Scrutiny

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Rich investors with large stock portfolios and capital gains get a tax bonus with 351 ETF exchanges.

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ETF Upside

Calamos Launches First Autocallable ETF

The fund enters into swap agreements with J.P. Morgan and tracks an index from MerQube.

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ETF Upside

An ETF for the Buy Now, Pay Later Market

The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

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ETF Upside

The Rise of the Buffer ETF

Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

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ETF Upside

Active Strategies Are Coming for Model Portfolios

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Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read

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