Doug Fabians Etf Strategies

1) The Post-Trump Trade Nearly all the pundits—both political and investing—got the election results wrong and the market reaction wrong. Most thought stocks would selloff hard on a Trump win while gold and bond prices would rise. Well, the exact opposite of that happened. In today's leadoff segment, I talk about the election results, the market's reaction, and how the different asset classes and market sectors did in this historic week. Plus, why the market is acting on classic behavioral economics. 2) Expectations for 2017 There's a new president, but the first year of a new president is historically a mediocre year for the stock market. Meanwhile, bond returns are likely to be pressured next year, as their glory days of getting both income and price appreciation are likely over, too. So, what do you do with your money in 2017? In today's second segment, I offer a few thoughts on how to reorient your thinking about what's in store for the year ahead. Plus, why it's a must you listen to my post-election pres

1) The Markets and Pre-Election Jitters Stocks experienced another string of down days, with eight-consecutive losing sessions on the S&P 500. That hasn't happened in years, but does it mean we are in for a more serious decline? The answer is no, and I explain why in today's leadoff segment. Of course, I also give you the skinny on how all the major market sectors performed in this pre-election, jittery market. Plus, a few election thoughts before the vote. 2) Thoughts from an ETF Conference      I attended a great ETF industry investment conference this week, and among the many things I learned this week is that many income investors are facing a dilemma. That dilemma is that the math in bonds is bad. Due to the rising interest rate environment, bonds prices are no longer going to go up the way they have in the past. That means your total returns are going to likely be less in bonds. In today's second segment, we cover all the particulars regarding this bad bond math. Plus, why behavi

1) Another Lackluster Pre-Election Week   Stocks bounced around this week amidst election paralysis, mixed earnings reports and mixed economic data. In today's leadoff episode, we cover all the pertinent particulars, including the sectors of the market that are above and below their respective 200-day moving averages. Plus, why a Fed rate hike is a near certainty.  2) From a Technical Perspective     If you look at the price movement on the charts, you can tell a lot about where the markets have been… and where they may likely be headed. In today's second segment, I offer up a few thoughts on where the market has been, and what's likely in store as we head into year's end. Plus, why the Dow has been in a "two-year trip to nowhere."  3) Time for Some Tax Planning This time of year is a great time for some year-end tax planning. In fact, it's never too early to get your financial house in order, and ready for Uncle Sam's visit. In today's final segment, we tell you about a few ways

1) Election Paralysis    Markets are churning right now in a tight trading range, and that is largely due to what I call, "election paralysis." And while there was relatively low volume this week, there were a few twists and turns in the markets worth noting. Find out all of the highlights of the week, along with my analysis, in today's leadoff segment. Plus, more about our upcoming "path for cash" presentation. 2) The Crowd's in Cash     Markets love to mess with the wisdom of crowds. In fact, markets love to fake out the masses, and all too often investors are doing exactly the wrong thing with their money. Right now, the crowd's in cash, but should that be the case? In today's second segment, we explore current crowd psychology, and how it can influence investments. More importantly, we look at why this strategy isn't usually the best way to invest.  3) Managing Traditional and Roth IRAs. Roth IRA  It's RMD (required minimum distribution) season, and for those investors i

1) Dealing with Election and Market Stress It was a week of volatility for financial markets, as the stress of this most-unusual presidential election is taking its toll on equities, commodities, the dollar and bonds. So, will the market stress continue until Election Day? I think so, and that means now is a time to exercise caution and patience. And, how did the market end up this week? Find out all of the particulars in today's premier podcast segment.  2) The Case for Inflation    Inflation has been absent in recent years, but many of the components in the "CPI" index have started to edge higher. So, is this the start of an inflationary environment? If so, what does this mean for bonds, stocks and the economy? Find out my macro take in today's middle segment. Plus, why this year's allocations won't be next years, and which sectors of the market will outperform in an inflationary environment.  3) A Path for Cash  The single largest allocation for self-directed investors is an asset

1) More on the Markets, the Elections, Bonds and Gold This week, markets continued to bounce around with just a slight decline, as traders continue to assess the economic data, a rise in bond yields and a decline in gold and precious metals. So, how did all of the markets shake out this week, and are there any new buying opportunities lurking in the wings? Find out in today's leadoff segment. Plus, the latest on the presidential election polls, the betting odds, and which candidate the market thinks will win (and what will happen if the market is wrong).  2) Inflation Preparation   I've been telling listeners for the past few months that bonds are not going to be the long-term total return opportunity that they've been in the past. Part of that is because of rising interest rates, and those rising rates are likely to translate into inflation. Of course, there are other factors that could boost inflation, including higher oil prices. So, how can you prepare your portfolio for the possibility of highe

1) Markets and the Election   This week markets were focused on the first presidential debate, as traders are trying to figure out if the status quo candidate (Clinton) will win, or whether the wildcard candidate (Trump) can pull off an upset. The more uncertainty there is, the more volatile markets are likely to be. So, how did that volatility shake out in markets this week? Find out all of the particulars in today's leadoff segment. Plus, what's up with European banks, and why we are about to see huge buying opportunities in many asset classes?  2) My 7% IRA Strategy If you are an investor that's approaching age 70, and if you have an IRA account, you are about to be forced to take your required minimum distribution, or RMD. Given that investments like cash are paying basically zero, the RMD can quickly eat away at even a substantial principle. What this means is you need a strategy that grows your money so you don't burn through your entire nest egg. In today's must-listen segment, I reveal what

1) The Fed Holds Steady  Stocks jumped this week, largely on a relief rally from the "no surprises" decision by the Federal Reserve on interest rates. While there's about a 50-50 chance the Fed will hike in December, for now interest rates will likely remain calm. So, what happened in the bond market, commodities, currencies, international equities and the rest of the key market indicators? Find out in today's leadoff segment. Plus, why you need to get things done, like Tyler.  2) My 5 Best Investing Ideas  The Fed is behind us, and the presidential election uncertainty is just starting. So, what should you do now with your money right now? While I can't make specific recommendations for listeners, I can give you a few of my favorite ideas to "chew" on for potential digestion. In today's must-listen second segment, I give you four of my favorite investing ideas, plus one key "bonus" idea for those of you with smaller investment accounts, or for those looking for a very well-researched investmen

1) A Return to Volatility Stocks were all over the map this week, as traders positioned themselves in front of next week's Federal Reserve decision on interest rates. Volatility is indeed back on Wall Street, but how did that volatility play out in stocks, bonds and commodities? Find out the week's tally in today's leadoff segment. Plus, why there's now a sign of "distribution" in the market.    2) The Bond Bull is Coming to an End Bonds yields are starting to rise, and that's ignited fears that the bull move in the long end of the bond market is about to end. In today's second segment, I tell you all about the reasons why I think the bull market in bonds is close to an end. More importantly, I give you a few things to keep in mind so you can prepare for this eventuality. If you own bonds, this segment in a must listen.  3) The Most Important Step toward Achieving Financial Goals  In today's final segment, I tell you about the most important step you can take to get yourself on the path to

1) A Decline in the Wind  Stocks fell sharply in Friday trade, marking a reversal of the relative calm we've seen in markets for the past seven-plus weeks. The traditional September volatility now seems to have come back, but how did it play out in the various asset classes this week? And, what was the catalyst for Friday's pullback in both stocks and bonds? Find out how it all shook out in today's leadoff podcast segment. Plus, the S&P 500 just pulled back below the 50-day moving average… should you be worried? 2) Is This the End of the Bond Bull?  Bonds started to falter this week, and after a big run higher in Treasury prices (and a fall in bond yields) this year, the bond market is showing signs of a turn. In today's middle segment, we talk about the various ramifications if Treasury bonds now are entering a declining cycle, and what that means for not only income investors, but also for growth investors. Plus, why you should actually be cheering higher bond yields.  3) Thoughts On Taki

1) A Market in a Holding Pattern Stocks have been very quiet over the past month, and that was again true in the final week of August. So, what does the current calm in the market mean for equity and bond investors? Is the current calm over, and is volatility about to return? Find out my take on these questions, as well as a rundown of all the major markets over the past week, in today's leadoff segment. Plus, a few thoughts on the markets and the election.  2) MoneyShow Musings from San Francisco   Investors are thirsty for information about exchange-traded funds (ETFs). That was made abundantly clear to me based on the standing-room-only attendance of my San Francisco MoneyShow presentations on the 10 ETFs you MUST know about. In today's second segment, I talk more about the San Francisco MoneyShow, and I give you details on three unique ETFs that are better than their bigger rivals. Plus, how to get the latest rundown of the entire ETF market on our website, absolutely FREE.  3) Answering Li

We depart from our regular three-segment show to bring you a special issue devoted to a subject near and dear to my heart…exchange-traded funds, or ETFs.  Today, I will be presenting you with a rundown of what I think are the top 10 ETFs that you MUST know about.   In this presentation, I will talk about five income-oriented ETFs that I love, as well as the five growth-oriented ETFs that I really like at this juncture in the market.  While some of the ETFs on our list may be familiar to you, I can nearly guarantee that you'll find out about at least a few new ETFs you probably didn't know about.  If you are an ETF investor—and you definitely should be—then today's special issue is a must listen.  In addition to the top 10 ETFs, you'll also find out about a strategy I employ for my clients and my newsletter subscribers known as "increment purchasing."

1) A Slow Week at Home, A Fast Week in China, Oil Domestic stocks were largely flat over the past week, as the summer doldrums have definitely put a lid on market activity. But that hasn't been the case for emerging markets, China and oil. This week, we saw strong performance in these sectors, as the fast money continues to find ways to find more alpha. In today's leadoff segment, we take a look at all the key markets to see just how the numbers turned out.  2) The 2 Best Sectors to Invest In   This week, I went to an investment conference sponsored by Fidelity. At the conference, I heard Jurrien Timmer, Director of Global Macro for Fidelity Investments, talk about the markets at large, and what was the likely next scenario for this current rally. What was particularly interesting to me was where Timmer thought investors should be looking for the biggest upside. In today's second segment, you'll find out which two sectors Timmer likes most, and why those sectors should already be familiar to podcast

1) Heading into the Red Zone  Football season is almost here, and that means teams are about to enter the red zone on their way to a score. In terms of the market, we also are about to enter a "red zone" of sorts. That's because between mid-August and the end of October, financial markets tend to be highly volatile. Does that mean we are headed for a correction? No, but it does mean we need to approach this market with the utmost caution. In today's kickoff segment, we cover all of the action in what was a somewhat dull, yet also record-breaking, week in the stock market. Plus, what's happening with low gas prices and record-low mortgage rates?  2) Is It Time to Sell Everything?   The market trading at new, all-time highs is a scary proposition for some, including many of the biggest names in the investment business. In fact, some of the highest-profile names have come right out and said that it is time to sell everything. In today's middle segment, we take a look at the proposition of whether

1) Is This a Good Spot to Get Long Stocks?  Sometimes it helps to take a step back and look at what's happened since the beginning of the year. Doing so helps us gain perspective on the current status of markets, and it also helps give us an answer to the question of whether now is a good time to get long stocks. So, while the market can certainly go higher from here, any new allocation today comes with a significant backdrop of a big run up to all-time highs. In today's leadoff segment, we step back and look at things from a wide angle—an angle that also can help direct our investment decisions going forward. Plus, your complete rundown on all of the action in the stock, bond, commodity and currency markets.  2) A Look at International Equities      While stocks in the U.S. are making new highs, it's a different story for European and Japanese stocks. Both of these developed markets face stiff headwinds, and both have seen their respective markets tumble. Neither Europe nor Japa

1) Another Sideways Week  The market has gone virtually nowhere of late, and it was yet another sideways week of trading for the major averages. Will we breakout from here, or will we breakdown? That's the question we dig into in this week's leadoff podcast segment. Plus, find out how all of the markets performed during the relatively calm week…and learn why oil prices are down nearly 20% over the past month.  2) Income Solutions for Your IRA     Bonds have had a remarkable run in recent years, and this year Treasury bond performance is lapping that of the S&P 500. Yet how far can bonds go, and how much longer can this bond bull last? In today's second segment, we cover some strategies regarding adding even better total return securities to your income portfolio. These strategies include assets that offer both capital appreciation and high yield, a combination that must be explored if the bond market run is destined to grind to a halt. Plus, find out why incremental purchases are

1) The Post-Brexit Surge The markets are on a tear, with the Dow and S&P 500 surging to new, all-time highs following the U.K.'s Brexit vote. Psychologically, the market has once again done what nobody expected, and that is rally after the "bad" news. So, how have the rest of the markets performed of late, and what's going on in safe-haven assets such as bonds and gold? Find out in today's leadoff segment.  2) On Starting New Positions   The market is making new highs, and many investors think it's too late to put money to work. That's not the case, however, provided you put your money to work strategically. In today's second segment, I go back to something my dad, Dick Fabian, taught me about how to start into new positions during bull markets. This strategy is as easy as knowing how to do some simple fractions. If you've been wondering how we get long market sectors after a bull run is in place, then this segment is a must.  3) Tales from the Personal Wealth Coaching Files When I meet wit

While growth investing isn't for everyone, most people do want to have some money allocated to stocks and/or targeted segments of the market that can give them a little alpha. Yet what I've discovered is that many of our new clients come to us with a portfolio heavy on cash and light on growth. The timing of this special, growth-oriented broadcast couldn't be more perfect, as the major domestic equities now have broken out of their recent trading range and vaulted to new, all-time highs. This shows that growth is getting back its mojo, and that means now is the time to get up to speed on how to allocate for growth, and which funds are the most attractive as we enter the second half of 2016. Given the gains in the market over the past five trading sessions, this special growth investing episode now has become a must listen. Finally, we now have transitioned the podcast publication date from Friday to Saturday. So, instead of getting the podcast midday Friday, you'll get the full week's wrap up on the markets e

The first six months of the year have been strong for many income investments, but by far the biggest income trend is the plunge in long-term U.S. Treasury bond yields.  In this week's special episode, we'll cover the bond landscape. We'll also look at some of the dislocations caused by central bank policies around the world, and how that's influencing income investing. It is these dislocations, as well as confirming developments in markets such as gold, that could reshape the income landscape in the second half of 2016.  If you want to be able to take advantage of the income-investing opportunities we see ahead, then this week's podcast is for you.

1) The First Half is in the Books   The first half of what's been a crazy year so far for markets now is in the books, so what happened? Where was all the real action? Where were all the big losers, and where were all the big winners? In today's leadoff segment, we cover all of the pertinent particulars, including stocks, bonds, commodities and global sectors. Plus, why it's essential to stay tuned for the next two weeks of leadoff segments. 2) Brexit—What Happens Next?  The Brexit vote caused a lot of chaos in markets, but since the lows in the market on Monday morning, the major indices have basically recovered completely. Still, there's a lot of nervousness out there about the Brexit and how it will work out long term. That nervousness can be seen in bonds, as U.S. Treasury yields are now at record lows. So, what does the Brexit really mean, and how will it affect your money going forward? Find out in today's must-listen second segment.    3) Tax Strategies and Investment Strategies &nb