CCAM’s Chief Investment Officer, Ron Rowland, just returned from the ‘Inside ETFs’ conference in Hollywood, Florida where he was a featured panelist on “How to Handle Hidden Risks and Fund Closures in ETFs”. Following up on that presentation, Jessica Toonkol from InvestmentNews drew upon Ron’s understanding of the risks associated with purchasing ETF’s in her article “How to Spot a Doomed ETF”.
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CCAM Quarterly Review: 4th Quarter 2010
Another year is in the record books. Or, to look at it another way, we’ve completed another lap in the race to investment success. The difference in this race is that everyone has their own personal finish line. Wherever yours is, you are now a year closer to it
Century Old Retirement Lessons
Respecting your elders is a lesson many of us learn from a very young age. Pay heed to their accomplishments, their sacrifices, and their wisdom. So I took notice when Yahoo! profiled Leonard McCracken, who at age 107, has been retired for 41 years and was giving his personal tips to living effectively in retirement.
Investor’s Business Daily Takes Note of Ron Rowland’s Warning
CCAM’s Chief Investment Officer, Ron Rowland, has long been considered an ETF expert. He continues his role as a go-to ETF sage in the Wednesday edition of Investor’s Business Daily (IBD). IBD’s Trang Ho leveraged some of Ron’s expertise in her new piece “5 ETF’s That Strategists Say Should Be Avoided”. This is yet another example of Ron’s understanding of the ETF marketplace as he educates investors that not all ETFs are built the same.
The Family Season: Multi-Generational Living
An aging workforce is living longer than ever before and needs answers to the retirement conundrum. An increasingly popular solution is having retirees moving back in with their adult children or grandchildren. As was once the case, multi-generational households are on the rise and can offer benefits to all involved.
CCAM Quarterly Review: 3rd Quarter 2010
The third quarter of 2010 was a mirror image of the prior quarter for many market segments as substantial 2nd quarter losses were reversed. This, in turn, was a reversal of the pattern in the quarter before that. The home stretch into year-end is now underway, but let’s take a look back before we think about the future. Here are third quarter returns for the major benchmarks, with the previous two quarters shown for comparison.
Portfolio Interference: Invest Better than a Hall of Famer
Guidelines to help people avoid investor fraud. How do you avoid the Bernie Madoffs of the world? The chief solution is due diligence before you hire someone to manage your money. If you are unsure how to begin or what questions to ask, this article will help you.
Special Report On The 8 Key Advantages of ETFs
Exchange-Traded Funds (ETFs) are changing the landscape of investing. For decades, investors had to make a choice between the flexibility of stocks and the convenience of mutual funds. With the introduction of ETFs, you no longer have to compromise. That’s why I call ETFs “Mutual Funds for the 21st Century”. In my new 14-page special [...]
New ETF Supermarket at TD Ameritrade
TD Ameritrade (AMTD) today announced the launch of its Commission-Free ETF Market Center. The October 8, 2010 press release states that more than 100 commission-free ETFs, selected by Morningstar, are available to clients of Ameritrade and Capital Cities Asset Management.
WSJ Article About Tiny ETFs
The Wall Street Journal contacted me in late August for a story they were researching about ETFs that were shutting down and going out of business. As most of you know, I’m a big fan of exchange-traded funds (ETFs). However, about two years ago, I became concerned about the quantity of new products coming to market…
