Understanding Exchange-Traded Funds

Front Cover
McGraw Hill Professional, Apr 5, 2007 - Business & Economics - 208 pages

Discover How Investing in Exchange-Traded Funds Can Help You Build a Winning Financial Portfolio

"Archie Richards delivers the nuts and bolts of ETFs---and much more that the investor needs to know."

Gary L. Gastineau, early developer of exchange-traded funds, Managing Director of ETF Consultants, LLC

"ETFs are not a form of extraterrestrial, but they do remain a mystery to many. We should be grateful to Archie Richards for explaining everything about them and also offering mush useful advice. This is a timely and terrific book on one of today's hottest investment topics."

Hunter Lewis, Co-founder, Cambridge Associates, LLC

"Understanding exchange-Traded Funds is a no-nonsense approach to setting financial priorities, and a crash course on the basics of investing. Archie's description of various investments gives the information you need to become a wise investor."

Steve and Annette Economides, Authors of America's Cheapest Family Gets You Right on the Money

“Archie Richards is the go-to guru for ETFs, and Understanding Exchange-Traded Funds simply cements that reputation. If you're dipping your toe into the ETF waters for the first time, now you can jump right in instead. Understanding Exchange-Traded Funds is the investment life preserver you've been waiting for, and Archie Richards is the guy you want guiding you through the strokes.”

Angele McQuade, author of Investment Clubs for Dummies and book reviewer for Better Investing magazine

Turn to Understanding Exchange-Traded Funds for a quick, accessible overview of ETFs_the hottest and most significant investment tool of recent years. This expert guide explains why exchange-traded funds are important and why they work so well, highlighting the advantages of ETFs over traditional mutual funds and discussing all the new types of ETFs.

Keeping complex mathematics to a minimum, Understanding Exchange Traded Funds thoroughly covers:

  • The key elements of ETFs: costs, redemption, the three basic categories, tax consequences, and more
  • How to use ETFs for asset allocation or retirement accounts
  • How and where to buy ETFs
  • The ETFs offered by Barclays, Vanguard, State Street, and other companies
  • Avoiding common ETF mistakes and misconceptions
 

Selected pages

Contents

ExchangeTraded Funds
47
Guidelines And Strategies
97
Current US ExchangeTraded Funds
197
Sponsors Indexers and Other Information
229
Glossary
237
Bibliography
275
Index
277

Other editions - View all

Understanding Exchange-Traded Funds
Archie Richards
No preview available - 2007

Common terms and phrases

acquire actively amount annual Appendix asset assume average bank better bonds broker brokerage firm called capital cash charges close commissions companies continue corporation costs dividends don’t earnings equally ETFs example Exchange exchange-traded funds Expense fall foreign futures gains growth hedge higher hold income increase index funds individual industry interest investment investors iShares issued later less limit long-term loss lower managers means million move mutual funds Nasdaq offering option paid payment percent performance period portfolio PowerShares profit purchase quarterly rates Ratio rebalanced receive reduce REITs remain represent rise risk Russell secondary Sector securities selected sell shareholders shares short sold Spiders spreads stocks term track trading transaction trust United Vanguard volatility weighted yield

About the author (2007)

Archie Richards Jr.,C.F.P. has more than 30 yearsof experience in the financial industry and is the author of All AboutExchange-Traded Funds (0-07-139302-1).

Bibliographic information

TitleUnderstanding Exchange-Traded Funds
McGraw Hill professional
AuthorArchie Richards
Editionillustrated
PublisherMcGraw Hill Professional, 2007
ISBN0071509534, 9780071509534
Length208 pages
Subjects › 

Business & Economics / Public Finance
  
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