Dividend Stocks Could Be Dangerous in 2015, Ketterer Says – Bloomberg 12-31-15

Salient to Investors: Sarah Ketterer at at Causeway Capital Mgmt said: Buying energy stocks very incrementally as oil prices eventually reach a floor and rise again but no idea when. Looks for companies with tremendous financial strength that can continue to pay dividends. Smart companies will use  their balance sheet strength to buy

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The Dumb Money Is Getting Smarter Every Day – Bloomberg 09-17-14

Salient to Investors: Amateur investors are giving up on trying to beat the market, while even the most sophisticated investors are rejecting strategies that require advanced math and managers with million-dollar salaries. ICI reports the average expense ratio on an equity mutual fund is down 25% in 10 years. Boston Consulting

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Emerging ETFs Turn Positive for 2014 as Outflows Reversed Bloomberg 07-25-14

Salient to Investors: Flows into emerging-market ETFs have turned positive for the year, reversing outflows in the first 2 1/2 months of 2014. The most inflows in 2014 have gone to India-focused ETFs. Investors have withdrawn $1.5 billion from China-targeted ETPs over concern over economic imbalances there. The RSI of the BlackRock ETF

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Investing Basics: Why Use ETF Funds – MarketRiders 01-31-14

Salient to Investors: Advantages of ETFs Low cost. Active mutual funds charge upwards of 1.5% versus ETFs charge as low as 0.05%. The fees investors pay managers account for a third and up to half of their potential gain over the years. Simplicity. Buying and holding, then buying and selling

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S&P 500 Erases Loss for Week on Earnings, Spending Data – Bloomberg 01-30-14

Salient to Investors: David Kelly at JPMorgan Funds said the Fed looks justified in continuing to taper given economic momentum and recent sharp declines in the unemployment rate. Kelly said assuming the volatility in emerging markets subsides, this economic report should bolster the case for both higher interest rates and

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ETF Simplicity Betrayed by Volatility in Market Selloff – Bloomberg 07-11-13

Salient to Investors: Share prices for the 10 largest diversified emerging-market ETFs on average were 42.6 percent more volatile than their underlying indexes from May 22 to June 24, when Bernanke triggered the sell-off that sent emerging-market stocks to a 1-year low, while the 5 biggest emerging-market index mutual funds were

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