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OpenInvest, a fintech startup that allows investors and advisors to create portfolios composed of companies that follow certain environmental, social and governance criteria, has raised $10.4 million from prominent Silicon Valley investors. What Happened The San Francisco-based company's Series...

Mid-cap stocks can and do offer the potential for significant out-performance of large-cap names. Consider this: Since the start of the current bull market in U.S. stocks through the end of the second quarter, the S&P MidCap 400 Index is up 406.2 percent while the S&P 500 is up “just...

The restaurant sector could see a changing dynamic in the marketplace in the back half of 2018 from an unusual suspect: Amazon.com, Inc. (NASDAQ: AMZN), according to Morningstar. The Analyst Morningstar senior restaurant analyst R.J. Hottovy discussed the restaurant sector during CNBC's "...

The Federal Reserve revealed its second interest hike of 2018 and hinted at two more increases to come before the end of the year. Predictably, the news adversely affected a broad swath of fixed income exchange traded funds. Thirty-six ETFs hit six-month lows Wednesday. Of those 36 funds, nearly...

There are dozens of exchange traded funds based on value strategies. One of the newest members of the field is the American Century STOXX U.S. Quality Value ETF (NYSE: VALQ), which debuted in January. VALQ tracks the iSTOXX American Century USA Quality Value Index. The benchmark screens the 900...

After 40 years at Starbucks Corporation (NASDAQ: SBUX), founder Howard Schultz announced he is leaving the company later this month. Starbucks stock dipped 3 percent Tuesday following the announcement, and several Wall Street firms weighed in on the potential impact on the coffee chain. Here’...

Prior to 2018, there were no exchange traded funds dedicated to companies involved with the booming blockchain space. Now, there are four dedicated blockchain ETFs, though the Securities and Exchange Commission forbids fund issuers from using the term “blockchain” in fund names. To date...

With Treasury yields rising, some dividend strategies are being pressured. Bond-like sectors — such as real estate, telecommunications and utilities — are lagging broader equity benchmarks this year. That does not mean investors should abandon dividend stocks and exchange traded funds...

The once-sluggish U.S. dollar is roaring back with vengeance. For the 90 days ended May 15, the PowerShares DB US Dollar Bullish ETF (NYSE: UUP) returned 4.7 percent. While dollar strength is not yet pummeling international developed market equities, a familiar theme is emerging -- Some currency...

Multiple exchange traded funds offer broad-based bond market exposure on the cheap. One of the funds sporting those traits is the iShares Core Total USD Bond Market ETF (NASDAQ: IUSB). The $2.14-billion IUSB tracks the Bloomberg Barclays U.S. Universal Index, which is something of an extension of...

Investment-grade corporate bonds and related exchange traded funds are options to consider for fixed income investors looking for higher yields and potentially better total returns than what's offered by Treasuries and traditional diversified bond funds. The Vanguard Intermediate-Term Corporate...

Hundreds of exchange traded funds offer investors broad market exposure and many do so with nominal fees. Among the least expensive is the iShares Core S&P Total U.S. Stock Market ETF (NYSE: ITOT). ITOT, which turned 14 in January and tracks the S&P Total Market Index, charges just 0.03...

Traditional technology sector exchange-traded funds usually follow a similar model. That model being large weights to the likes of Apple Inc. (NASDAQ: AAPL), Microsoft Corporation (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOGL) and other massive tech titans. Some newer technology ETFs are taking...

Mid-cap stocks have been only slightly less worse than large-caps this year. For example, the S&P MidCap 400 Index is lower by 2.2 percent compared to a year-to-date loss of 2.3 percent for the S&P 500. Yet some exchange traded funds indicate mid-cap growth names have been significantly...

The landscape of multifactor exchange traded funds contains some funds that are not “old” in fund terms, but are nonetheless compelling. One of those funds is the Xtrackers Russell 1000 Comprehensive Factor ETF (NYSE: DEUS). DEUS debuted in November 2015, meaning it does not yet have...