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Keyword: ETFs

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Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

ETF sales stay positive, mutual fund redemptions moderate

Business people on a rollercoaster

Get the inside scoop, from fund features to volatility and risk

Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

A closer look at several methodologies beyond standard deviation: max drawdown, batting average and more

  • By: Rudy Luukko
  • September 13, 2022 September 7, 2022
  • 13:00
Photo of Mary Hagerman and Meghan McCarthy

If we want to serve our clients’ children, we must be comfortable teaching the basics of investing

close up image of stock market data on a computer

The best solution to the complex transition may be flexibility

  • By: Paul Bourque
  • September 12, 2022 September 12, 2022
  • 15:00
Old couple - both smiling

GuardPath funds aim for steady cash flow over 20 years or a large payout for survivors in 2042

Young lady running on a rural road during sunset

The use of passive index ETFs doesn’t necessarily mean passivity in how they’re deployed

  • By: Rudy Luukko
  • September 7, 2022 September 7, 2022
  • 13:00
acronym 'etf' of the yellow square pixels on a black matrix

Cash alternative ETFs were also popular, while crypto funds saw outflows

  • By: IE Staff
  • September 6, 2022 September 6, 2022
  • 11:26
difficult choices of a businessman due to crisis

Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity

Focus on Mutual Funds Special Report

IFIC data show that redemptions from equities funds continued

  • By: IE Staff
  • August 25, 2022 August 25, 2022
  • 16:14