It is time to think differently about your investments and the way you invest. Worth Financial Group believes in developing a plan that embraces a “Grow and Protect” philosophy over a “Buy and Hold” strategy and then activating that plan through the use of Exchange Traded Funds. We invite you to watch the following short video and read about how Worth Financial Group may be able to help you reach your financial goals.
The Right Time For Exchange Traded Funds
Exchange Traded Funds or ETFs in a tactical portfolio offer many exciting avenues for opportunities in today’s markets as well as the markets of the future. They provide an investment tool that allows lower costs, better transparency and greater tax efficiency than ever before. ETFs were first created in the early 1990s and have been quickly gaining popularity ever since. Imagine having access to the broad diversification of Mutual Funds with the liquidity of stocks and it easy to see why ETFs can be seen as a preferred investment tool.
Exchange Traded Funds are a vehicle for investing in a basket of financial instruments such as stocks, bonds or commodities. They are designed to track or follow an underlying index which can be broad, such as the S&P 500, or narrowly defined such as gold or an individual country. Some ETFs are even designed to increase in value as the overall market decreases in value!
ETF Benefits
Arguably, one of the most sought after advantages of Exchange Traded Funds is that they can be bought and sold during the day while the market is open. Their flexibility appeals to many investors that want more control over the uncertainties that can arise during the day.
ETFs are a low-cost alternative to traditional mutual funds with expense ratios that are frequently well below those of both active and index mutual funds. Exchange Traded Funds with lower fees combined with the fee based advisory portfolios that are offered by Worth Financial Group are designed to be advantageous to our clients.
Exchange Traded Funds offer exposure to many areas of the markets. They are designed to follow the index or sector that they track which can range from emerging markets to technology and beyond. This means that Exchange Traded Funds allow access to diverse assets and industries across multiple sectors around the globe.
A Basket Concept
If you think of buying a basket that holds various items rather than buying the individual items in the basket, then you have an understanding of an ETF. An ETF is a basket of financial instruments, frequently stocks, that are bundled together and sold as a basket. The basket has a unique symbol and is traded on an exchange just like an individual stock. In the past, investment opportunities may have been missed due to the difficulty of investing in certain asset classes that are now included in the offerings of Exchange Traded Funds.
A Strategic Advantage
It is not hard to figure out why many investors are excited about the advantages of Exchange Traded Funds. ETFs have many of the basket features that are in Mutual Funds with the low turnover of holdings as in Index funds. In addition, they offer the Intraday trading flexibility of individual stocks with cost efficient benefits. Worth Financial Group utilizes a targeted approach to identifying Exchange Traded Funds that are poised to increase in value and then applies disciplined and tactical management tools to protect profits and minimize loss.
We invite you learn how Worth Financial Group could be the solution for managing your hard earned money. Click on Why Worth Financial Group? to learn more about how we work to earn your trust every day.
