Making its debut on 08/19/2003, smart beta exchange traded fund First Trust Value Line Dividend ETF (FVD) provides investors ...

Amid shifting macro signals and rising fiscal concerns, dividend-paying large caps are emerging as a compelling strategy for ...

Cap-weighted funds focus on large companies, impacting fund performance and risk. These funds often feature lower expense ratios due to minimal trading requirements. Consider your investment strategy ...

Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation ...

Although investors spend a great deal of time on stock selection, academic research has shown that aggregate characteristics of a diversified portfolio or index are often the primary drivers of risk ...

As we’ve discussed before, not all indexes are created the same way. One of the major differences, in addition to characteristics such as size and style, can be the weighting scheme. Once indexes have ...

Q3 was 'RISK ON' for small caps, but the AMG River Road Small Cap Value Fund saw negative relative results. Click here to ...

Analysts at Goldman Sachs recently published a gloomy 10-year outlook for the S&P 500 (SNPINDEX: ^GSPC). According to their ...

Invesco S&P 500 Equal Weight ETF RSP suffers from high turnover and high volatility because it assigns the same weight to every S&P 500 stock. The fund replicates the S&P 500 Equal Weight Index, which ...

The widely followed Standard & Poor’s 500 Index is the standard by which stock market performance in the U.S. is often measured, as it tracks 500 of the largest and most stable publicly traded ...