ETFs & Funds

Transparency, diversification, and low-cost access to practically any market, sector, or asset class make exchange traded funds highly attractive to investors and traders alike. But, to outperform benchmark index funds, you really need expert guidance and a sound strategy that gets results. Our experts will cover all the bases and provide the tools and knowledge you need to tap into outperforming investments, year in and year out.

Articles on ETFs & Funds

Investors who want income don’t have to settle for the negative real yields (after inflation and taxes) available in traditional retirement income investments, explains Bob Carlson, editor of Retirement Watch.
Over 92% of the companies in the S&P 500 Index (SPX) have reported third quarter earnings so far and 80.4% of them reported above analysts’ estimates, states Joon Choi of Signalalert Asset Management.
It's a good idea to buy the dips when inflation numbers come out, suggests closed-end fund specialist Michael Foster, editor of CEF Insider.
Valuations remain at or near their highest levels in history, corporations continue to add to their record debt loads, and inflation is proving to be non-transitory, cautions Jim Stack, money manager and editor of InvesTech Research.
Over the past week, the S&P 500 (SPX) is relatively breakeven. If you ask the average investor how they are doing, they will tell you unequivocally that this weak has been downright brutal, states Steve Reitmeister, editor of Reitmeister Total Return.
Thanksgiving. It’s my favorite holiday of the year. What’s not to like about a day dedicated to expressing gratitude for the positive things happening in our lives, asks Mike Larson, editor of Safe Money Report?
Gold and the metals universe are all headed much higher. Stocks are hitting new record highs, bonds are up too, and things are looking good, explains Mary Anne and Pamela Aden, resource sector specialists and co-editors of The Aden Forecast.
The major averages were mixed. The S&P 500 (SPX) index showed a slight gain of +0.32% for the week, states Bonnie Gortler of
The Invesco S&P SmallCap Energy ETF (PSCE) is a $106 million fund that seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 Capped Energy Index, explains Jim Woods, editor of The Deep Woods. 
A few months ago, I drew attention to the fact that the Nasdaq was showing signs of increasing dispersion under the surface, a warning regarding the relative health of the uptrend, states Jesse Felder of The Felder Report.

Experts on ETFs & Funds

Virtual Expos

Virtual Learning

Avi Gilburt, founder of and one of the top-followed analysts on Seeking Alpha, will take you through his analysis to outline what he expects the S&P 500 to do in 2022 and provide parameters to help you stay on the profitable side of the market. He will also give you his longer-term prognostication, which may not sit well with many long-term investors.
The stock market is filled with individuals who know the price of everything but the value of nothing. In this session, Douglas Kass will describe what he has learned through numerous decades of successful navigation through some of the most turbulent periods in market history. Listeners will receive valuable information on his time-tested analytical skills, and his essential for looking past current noise and herd mentality. Mr. Kass will share the critical rules that he lives by to help you become a better investor.

The re-starting of the global economy has come with multiple hiccups including supply-chain glitches, labor shortages, social divisiveness, and confusing government responses. Thomas Lee discusses how corporates have been very resilient in the midst of this, creating value for shareholders.

Kevin T. Carter will delve into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies beyond China, their preference for online services and shopping via the smartphone, and how Gen-Z will drive the next wave of this growing digital revolution.

What's covered:

  • How to capitalize on the next five billion connected consumers in the developing world beyond China
  • How Mercado Libre (NASDAQ: MELI), SEA Ltd. (NYSE: SE), and Coupang (NYSE: CPNG) are reshaping next frontier emerging markets
  • Review of recent internet and ecommerce IPOs in Turkey, Indonesia, Uruguay, and even Kazakhstan
  • The large pipeline of IPOs coming in India, Southeast Asia, and South America including Flipkart, NuBank, Grab, GoTo, and Paytm
  • How traditional broad emerging market ETFs are fundamentally flawed

The market has had an incredible run so far this year and despite Covid, supply-chain issues, skyrocketing inflation, zero interest rates, incessant turmoil in Washington, etc., the market continues to boom higher. But you know and I know that there is a bust coming to this boom at some point. Some believe it is right around the corner; maybe notbut can you take the chance of not being prepared?

One way or the other, one of these days the market is going to fall off a cliff and your portfolio needs to be prepared for that fateful day.

Can you afford to lose 50% or more of your investments in the next major bear market? As an investor, why would you rely on the same old buy-and-hold nonsense that most financial advisors push? Why follow a strategy virtually guaranteed to get decimated in the next bear market cycle.

What if you could make money in bear markets just as you make money in bull markets? In this session you will learn how to build a world-class portfolio that is just as prepared to take advantage of bear markets as it is for bull markets.

After the presentation has ended, you can join Mike for a special Zoom conference where you can probe as deep as you want into his highly successful portfolio that makes his clients money in both bull and bear markets.

Join Nasdaq's Seamus Scaring as he explores the transformation from self-directed to advisor-based investment styles. As Millennials amass more wealth, they look to professionals like Elite Wealth Management's Fariba Ronnasi, Merrill Lynch's Frank Fiore and others for portfolio expertise.

You've got questions and he's got answers.

Wondering about what's really moving markets? How to beat inflation? Searching for the next Tesla? What's next for the Dollar? The Fed? China? Which companies to buy even if growth does slow down?

Here's your chance to ask one of the very best in the business.

Keith Fitz-Gerald has spent more than 40 years in global markets and has logged more than 1,300 prime time appearances that have helped millions of investors around the world for the past two decades. And we're going to sit down with him for an exclusive chat only YOU will be asking the questions!

This session is hosted via Zoom, and you must have video and audio enabled to participate. Limited attendees will be admitted to the room at one time. Those who would only like to watch the discussion, can do so right in the presentation room without joining the Zoom meeting.

Instructions on How to Participate:

  1. Five minutes prior to the start of the session, the presentation room will open.
  2. Please click on the "Join Discussion" button just above the live chat to gain access to the Zoom meeting.
  3. You will be placed in a waiting room and will be admitted when a spot becomes available.
  4. Feel free to continue watching the presentation from the Virtual Platform while waiting to be admitted.
  5. Upon admittance to the Zoom room, be sure to mute your Virtual Platform video player as to not hear an echo.

We look forward to connecting with you!

By Entering the Zoom Meeting You Agree to be Recorded.

Mike Paulenoff, founder of, will discuss the macroeconomic landscape influencing the major asset classes. He will share how perceptions about inflation, deflation, the direction of interest rates, and the efficacy of the Fed impact traders and investors. In particular, Mr. Paulenoff will highlight the opportunities in equity indices, sectors, stocks, ETFs, and commodities for capitalizing on the potential seismic shifts created by macro forces.
Daily swing trading is the most popular style among traders, and when you add a trend–following component it offers the best of both worlds. In this compact presentation, Ian Murphy will introduce the strategy and demonstrate how it can be profitably employed in any equity market, using any trading platform, and how its hybrid structure works in all market conditions. The strategy is simple to learn, and recent examples will be shared on Mr. Murphy's charts.
You can outperform any ETF or index by selecting the best stocks in that ETF or index. The Buffett and Beyond Clean Surplus Finance model has outperformed the S&P 500 by almost 3 to 1 on a compounded basis since 2003. When this methodology is applied to ETFs, we can outperform almost all industry and index ETFs. Over a 5-year period, Buffett and Beyond model portfolios have outperformed some ETFs by as much as a 3 to 1 margin. If you want to differentiate yourselves in the ETF marketplace, this is the strategy for you.



In the past decade or so, exchange traded funds have been transformed from obscure institutional trading vehicles to extraordinarily popular investment tools. They now dominate the investing landscape with over 2,000 products available and have empowered investors and traders as never before, enabling them to build highly effective portfolios. Yet there's more to the ETF universe than investors and traders may even know.’s roster of top ETF and ETF-trading experts can show you how to use ETFs to achieve peak results. From factor ETFs to leveraged ETFs to smart-beta ETFs to buffered ETFs, learn how you can use ETFs to effectively transform your own portfolio.

ETFs can provide a cost-effective way to get into areas of the market that are poised to deliver results. Simple portfolio rotation can meet the goals of solid performance with few trades, little time and effort spent analyzing ETFs, and confidence from side-stepping huge drawdowns. Learn proven ETF-trading strategies from some of the top professional traders in the country who consistently achieve stellar results. More than just the very best in ETF picks, you’ll take away real, practical knowledge about how to recognize the best growth, income, and value opportunities, choose the right sectors and asset classes, and know when (and precisely how) to rotate ETF holdings for optimum results through every economic and market cycle.

Whether you are a seasoned ETF investor or just starting to get your feet wet, you can get actionable advice from some of the top names in the industry here.