Update on WisdomTree Investments

WisdomTree Investments recently released earnings-based exchange-traded funds. This follows a pattern established by WisdomTree to market fundamentally-weighted ETFs which are unique and potentially valuable to a new generation of investors. Luciano Siracusano, director of research for WisdomTree, appeared on CNBC in late March to talk about the appeal of this unique product line. According to Siracusano, research has shown that creating indexes based on earnings and dividends can potentially increase dividend yields, lower P/E ratios, reduce overall volatility, and increase investment returns. Does this sound too good to be true? Visit the website or read up on Jeremy Siegel’s research which back-tests a multitude of corresponding data. You may also find this interview from Seeking Alpha with Siracusano interesting as well.

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The 5th Annual Integrated Wealth Management Forum

The 5th Annual Integrated Wealth Management Forum is coming up September 10th-12th at the Union League Club in New York City. For those unfamiliar with this unique event, it brings together great financial minds to discuss issues and ideas regarding wealth management. Included on the impressive roster of speakers this year will be Robert Arnott, the father of fundamental indexing, Daniel Kahneman, a Princeton professor and recognized expert on behavioral science, Jean Brunel, editor of the Journal of Wealth Management, and Charlotte Beyer, CEO of the Institute for Private Investors. The event should provide a great educational resource and networking opportunity for those who deal with high net-worth clients in their practices.

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Interview with Jeffrey Feldman, Founder & Chairman, X-Shares Advisors, LLC

The following is an exact transcript from my interview with Jeffrey Feldman, the founder and chairman of X-Shares Group, LLC. Jeff is an innovator in the ETF arena and his products are noteworthy. Below you can read an educated opinion about where exchange-traded funds stand in the investment arena along with information about the HealthShares product line. You also might learn something about the healthcare industry and the underlying problems which helped create the demand for these funds. As you’ll see, X-shares plans to continue innovating on their unique indexing strategies and launch more ETF platforms in the coming months. Enjoy!

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Bullish? Or Bearish? It’s a Tough Call

We’ve been talking in my office about getting a bit more defensive with our investment portfolios. The S&P 500 is up over 9% since January 1st and the year is half over. If you check my post from a few months back, fund manager Curtis Teberg offered a projection of the Dow Jones reaching 16,000 by year end. His reasoning? The 15-month period preceding a presidential election tends to boast big moves in the market. His testing goes back as far as 1926 and hold up fairly well. Yesterday the market closed up over 280 points, shining light on the magical 14,000 level. Are we going to get there by year end? How about within a week? (Note: Past Performance is not a prediction of future results).

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