Reduced costs of trading commissions are a welcome new benefit of using ETFs as portfolio building blocks, but the cost of the bid-ask spread can be significant if low-volume ETFs are mixed into a diversified portfolio.
Accounting / Finance / Investing
Robert Iritani has more than 30 years of experience in large banking institutions including City National, Wells Fargo Bank, and Union Bank of California.
Merging decision analysis with the well-known principles used in valuing options on financially traded assets can be further enhanced by applying an intuitive approach based on familiar concepts from the field of decision analysis.
This article discusses the role of finance in strategic planning, decision making, formulation, implementation, and monitoring.
Many factors contribute to volatile market behavior. This article explores a methodology that attempts to address these factors.
This article provides an example of the process famed investor Warren Buffett is reported to go though to determine the intrinsic value of a publicly traded company.
This article looks at the near-term issues regarding correlation between investment assets and asset classes.
Exploring alternatives for investing in a down economy that may provide better long-term portfolio performance through high-dividend yields and favorable diversification characteristics.
An overview of owner-occupied, single-tenant commercial real estate, and practical advice on how to enter this potentially lucrative investment.
This article highlights the informational inefficiency that exists between public and private real estate markets.
Research on investment strategies to counterbalance the current negative conditions for traditional beta investing.
An appendix to “An Alternative Way to Manage an Equity Portfolio,” listing Exchange Traded Funds.
An appendix to article “An Alternative Way to Manage an Equity Portfolio” that offers a Table of Results.
Insights into leadership from John Rehfeld, CEO coach and the author of “Alchemy of a Leader.”
This article examines whether a complete change in U.S. accounting standards is likely to happen, and if so, what it will mean to U.S. and foreign firms.