The Shortfalls of ETF Investing

Despite gaining widespread popularity, Exchange-Traded Funds (ETFs) are not an all-encompassing solution; they are just another “tool in the toolbox.” For the do-it-yourself investor, ETF investing has a variety of shortcomings and presents unique challenges:

  • ETFs cannot help an investor determine the proper asset allocation
  • The sheer size of the ETF universe adds complexity to the investment process
  • ETFs are not all highly liquid: trading small and midsize funds can be difficult
  • ETFs can have misleading names relative to their underlying holdings
Read More >
Sign Up For the Round Table Newsletter
2019-08-02T14:08:17+00:00

About the Author:

Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships. As an independent, fee-only firm, we serve our clients with complete objectivity and manage conflicts of interest effectively.