I am downgrading SGOV from bullish to neutral due to anticipated declining yields as the Fed continues to cut rates. SGOV has been a strong cash proxy, but its yield is expected to fall below 4% by ye...

ETFs had a standout year in 2024, seeing over $1 trillion in flows for the first year in history. Total ETF assets under management grew to an impressive $10.4 trillion by year end thanks to strong fl...

I am upgrading SGOV to a "strong buy" due to its better trade-offs for cash compared to CDs, given the current rate environment. SGOV offers stability and liquidity, with a FWD yield of 5.10%, making ...

Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was a...

The economic and rate outlook is getting increasingly more uncertain, and short-term bonds look like a solid option in such an environment. iShares 0-3 Month Treasury Bond ETF is one of the best optio...

SGOV's appeal has diminished due to anticipated Federal Reserve rate cuts, which will likely reduce the fund's distribution. SGOV's stability and low volatility make it a safe cash equivalent, but its...

SGOV is only a good investment if we can safely assume its yield will be above the inflation rate, which has been the case since 2022. The market is bracing for a total 50-75 bps rate cut over the nex...

The U.S. ETF industry is about to hit a tremendous milestone. Year to date through November 11, $897 billion has flowed into exchange traded funds, according to FactSet data.

The election's swift resolution led to a sharp market reaction; S&P 500 rose ~4.5%, but REITs were weighed down by rising Treasury rates. Trump's victory is seen as inflationary, benefiting REIT funda...

This article covers a five-ETF portfolio built to replace and beat out a traditional 60/40. This portfolio could be built by a DIY investor with ease. It would be simple to monitor and rebalance. The ...

Assessing the reasons for the recent rise in the 10-year Treasury rate: Soft landing optimism? A potential Fed overshoot? Rising odds of a Trump electoral victory? A series of Rorschach Tests that may...

Annuities offer guaranteed protection and income, but ETFs can mimic these benefits with more liquidity and fewer fees, though no investment is risk-free. Innovator's ETFs provide 100% downside protec...

iShares 0-3 Month Treasury Bond ETF offers a low-risk, short-term investment with a 0.07% expense ratio and a 4.43% return since December 2023. Despite lower nominal yields, short-term government bond...

The Federal Reserve's recent rate cuts will likely reduce future returns for the SGOV ETF, with yields expected to decline to around 3% over the next 12-18 months. Downside risks exist for SGOV if the...