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Tag Archives: ETFs

Getting Back in the ‘Vanguard’

With the market within hailing distance of a new all-time high, on top of a 12% gain in the past three months, snake-bit investors and savers are beginning to think about equities again. The Atlantic recently posted “Smart Investing is Easier Than You Think,” making some good points about fund costs and asset allocations. One […]

DEM, The Value Bellwether

The emerging middle class referenced last week is both the effect and the cause of the continuing evolution of global markets. Thomas Friedman notes that the most highly evolved global businesses no longer talk about ‘outsourcing.’ That’s so 42 seconds ago in a 4G world. Instead, he posits, there is no in- or out- anymore. […]

Gains and Growth in Emerging Markets

After a half-year slipping away, emerging markets have sprung back to life in the new year. VWO, Vanguard’s emerging market ETF, is up 14.8% YTD, twice the gain of the S&P, which at 1350 is itself pushing towards a new interim high since its peak in Oct. 2007. [imageeffect type=”frame” width=”600″ height=”200″ alt=”” url=”http://www.lonierfinancial.com/uploads/2012/02/vwo-spx-ytd.jpg” ] […]

The Shifting Flow of Capital

A couple recent reports give some indication that the world of investing continues to change. Investment News reports that while total assets under management in the advisory industry has recovered above re-2008 crash levels to $11.2 trillion, four big brokerages, Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo, have lost a trillion dollars in client assets […]