ETF

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.

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.

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

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.

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.