Tag: EFA

Fidelity Joins Schwab in Offering Commission-Free ETFs

Fidelity has introduced commission free trading of 25 iShares ETFs. The move comes in the wake of Schwab’s introduction of no-commission exchange traded funds.


EAFE’s Currency Investment

Currencies are different than any other type of investment. The recent sharp fall in the dollar means good things for US investors who are investing abroad. Looking at where foreign investment returns really come from can give a perspective on the purpose of holding foreign assets.

ETF Assets Grow $31 Billion in March

Assets in the U.S. ETF industry ended March at $482 billion, up $31 billion or 6.8%. In the March ETF Snapshot report, State Street Global Advisors found that the biggest driver of growth were International ETFs with assets up $10 billion or 12.5%.

Case Study: Diversification

Cathy is a few years out of school and has been participating in her company’s stock purchase program. Her company’s stock has done well and now represents the majority of Cathy’s portfolio.

Case Study: Delaying Retirement after a Down Market

Before the 2008 market downturn, Bill and Karen were planning to retire within the next 3 to 5 years. As the market correction continued into 2009, the couple decided that capital preservation was the number one priority and moved most of their investments into cash.

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