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You are here: Home / Archives for non-transparent ETFs

329 Plus: Robinhood, Mortgages and ETF Transparency

January 30, 2021 by David Stein · Updated January 25, 2022

In Plus Episode 329, we review why Robinhood and other brokers suspended trading in certain stock shares this past week. We walk through a numerical example of how a home mortgage fits into an overall asset allocation and how the portfolio mix could be adjusted if the mortgage is paid off to maintain a similar risk profile. Finally, review the difference between transparent and non-transparent ETFs for actively managed ETFs such as those by Ark Invest. 329 Plus View and Listen To … [Read more...]

Filed Under: Uncategorized Tagged With: active ETFs, ARK Invest, ARKK, ETFs, home mortgage, mortgage, non-transparent ETFs, Robinhood, transparent ETFs

277: How ETFs are Changing

November 13, 2019 by David Stein · Updated July 8, 2024

How regulatory changes could lead to a boom in new ETFs, including actively managed ETFs. Why ETFs continue to be one of the most innovative, cost-effective and tax-efficient investment vehicles. “Exchange-traded products are among the most significant financial innovations in recent decades and have shaped financial markets as we know them today,” said Michael S. Piwowar, former Commissioner of the U.S. Securities and Exchange Commission. The growth in exchange-traded products … [Read more...]

Filed Under: Podcast Tagged With: active management, buffer ETFs, ETFs, exchange-traded funds, Innovator ETFs, non-transparent ETFs, outcome based ETFs, tax efficiency, taxes

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