Skip to main content

  • What We Do
  • the Optimal Difference
  • Insights
    • JBlog
    • Advisor resources
    • Client content services
  • About
    • Are We Right for You
    • What We Believe
    • Events
  • Contact

 

 

Advisor Login

 

ibd_logo.png

download.png

barrons-logo.jpg​

 

    You are here

  1. Home
  2. ETF

ETF

ETFs For Rising Rates

Submitted by Optimal Advisor Solutions on September 27th, 2017

Optimal Capital's CIO Jay Batcha provides insights in ETF.com

There’s a bull in the bond market—and it’s bad for investors.

At least, it’s bad for investors who depend on bonds for income. As bond prices rise, their yields inherently fall, meaning interest payments to bondholders get smaller and smaller.

Tags:
  • bonds
  • ETF
  • Fed
  • interest rates
  • treasury
  • Read more

This Will Make You Rethink Your Dividend Investing Strategy

Submitted by Optimal Advisor Solutions on September 22nd, 2017

Insightful commentary on dividend investing.  **JB**

By Eric Ervin, CEO Reality Shares

Much has been written about the importance of dividends in investing, and dividends have historically been a significant contributor to total return. As the following chart shows, nearly 40% of the total return of the S&P 500 can be attributed to reinvested dividends and the power of compounding.

 

The power of dividends and compounding

Dec. 1994 through Sep. 2015. Source: Bloomberg. Past performance does not guarantee future results.

Tags:
  • compounding
  • dividend
  • dividend growth
  • ETF
  • investment
  • investments
  • total return
  • Read more

Active or Passive? Why You Should Use Both

Submitted by Optimal Advisor Solutions on August 14th, 2017

Optimal Capital's CIO Jay Batcha provides insights in Barron’s

Barron’s ETF Special Report

Active or Passive? Why You Should Use Both
For an optimal portfolio, you need both strategies. Here’s how to get the right mix.
By Reshma Kapadia

July 29, 2017

Active versus passive: The fund industry has been astir for quite some time over which is the better strategy for long-term investors. The debate has spawned side arguments, such as whether some passive funds are really active management in disguise, or whether the debate should be reframed along the lines of high-cost versus low-cost funds.

Here’s the good news: We aren’t going to rehash any of that here. The active/passive debate has misdirected the attention of many investors, and has led even financial advisors to think they must make an all-in decision on one or the other. So here’s more good news: You don’t. For an optimal portfolio, think in terms of active and passive.

Tags:
  • active
  • bonds
  • ETF
  • manager
  • passive
  • Read more

WSJ: A Smarter Approach to ETF Investing

Submitted by Optimal Advisor Solutions on July 10th, 2017

ETF investing has become more complex. Here are 5 timely tips to consider.  **JB**


One thing investors in exchange-traded funds should know: The time of day makes a difference.  By not trading at the open or close of the market, investors improve their chances of minimizing transaction costs paid on ETF trades.
By Michael A. Pollock, WSJ.  July 10, 2017       Can you 2x your business in 3 years?  Click here.

Tags:
  • dividend
  • ETF
  • market
  • stocks
  • trading
  • Read more

Categories

  • active (1)
  • asset allocation (3)
  • bear (1)
  • bear market (2)
  • behavioral economics (1)
  • beta (1)
  • bitcoin (2)
  • bonds (6)
  • bubble (3)
  • bull (1)
  • bull market (1)
  • capital (1)
  • China (1)
  • compounding (1)
  • credit market (1)
  • currencies (1)
  • digital (1)
  • dividend (2)
  • dividend growth (1)
  • economics (1)
  • economy (2)
  • endowment (1)
  • equity (1)
  • ETF (4)
  • Fed (1)
  • Fed, interest rates (2)
  • Federal Reserve (1)
  • financial advisor (1)
  • fixed assets (1)
  • fixed income (1)
  • GDP (1)
  • global markets (1)
  • growth (1)
  • human nature (1)
  • interest rates (1)
  • investing (1)
  • investment (1)
  • investments (1)
  • investor (1)
  • investor behavior (1)
  • investor sentiment (1)
  • irrational (1)
  • late stage (1)
  • manager (1)
  • market (1)
  • markets (3)
  • monetary policy (3)
  • negative yielding (1)
  • passive (1)
  • portfolio diversification (1)
  • private equity (1)
  • rally (1)
  • risk (1)
  • Shiller (1)
  • stock market (1)
  • stock valuations (1)
  • stocks (1)
  • total return (1)
  • trading (1)
  • treasury (1)
  • value (1)
  • volatility (1)
  • yield curve (1)

Book a Meeting

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • 12935 SW Bayshore Drive Suite 305 , Traverse City, Michigan 49684 United States
  • Phone: 231-933-4677
  • Email: tommylee@optimalcapital.com

Please note Optimal Capital Advisors, LLC is filing an annual updating amendment extension for its ADV Part 1A & 2A Brochure and 2B Brochure Supplements due to circumstances related to the effects of COVID-19.  The Coronavirus caused disruption to our on-site access and we are working to transition full productivity remotely.  The firm will be able to file its annual updating amendments on or prior to the 4/30/2020 extended due date

© 2021 Optimal Advisor Solutions. All rights reserved.

Website Design For Financial Services Professionals