Planning matters

Exchange Traded Funds (ETFs): A Quick Primer

ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.

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In 20 Years. . .

Where would you invest monies now if you had to place a bet and open your eyes in 20 years?

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“Once in a Lifetime”1

During the August 2015 stock market selloff, the S&P 500 dropped 11% while a managed futures strategy gained 3.50%. And, during the most recent year-to-date drop in stocks, the S&P 500 declined by over 10% while managed futures rose by 7%. Strategies that are uncorrelated to stocks, such as managed futures, provide enhanced diversification benefits to a typical stock/bond asset allocation.

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