Dedicated to providing investors with shareholder-centric domestic and international ETF solutions that emphasize long-term, quality business ownership.

Alexandria, VA
Joined January 2014
Does momentum investing actually work? Decades of market data say it can—but only with patience. These 3 key charts reveal momentum’s long-term return premium, why "momentum crashes" happen, and how the strategy performed across rolling 10-year windows. #Investing #ETFs hubs.la/Q04BxBy40
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The Fool Disclosure podcast is officially live. Join @TMFOtter and @McfaddinShelby as they explore markets, investing principles, and long-term decision-making through clear, thoughtful conversations. If you’re looking for a more grounded approach to investing, this is a great place to start. Listen here: bit.ly/4hE5PkZ For more information, visit bit.ly/472v6Pv #Podcast #NowAvailable #Investing #FoolDisclosure
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Capitalism vs. socialism is the wrong debate. Economic systems are recipes, not religions. The world's top economies succeed through pragmatic execution, strong institutions, and using the right tools—not rigid dogma. #Economics #Investing #Capitalism hubs.la/Q04zRMVP0
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The Dow Jones, AKA your grandpa’s favorite index, is getting a modern makeover! Discover how its price-weighted system works and what the recent shift from Verizon to Alphabet could mean for long-term investors. #DowJones #AI #Investing #ETFs hubs.la/Q04zywL_0
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Capitalism vs. socialism? Most economic systems don’t fit neatly into either box. Discover why successful nations ditch rigid ideology for pragmatic execution. What do American ‘capitalism’ and Chinese ‘communism’ really look like under the hood? #Capitalism #Economics #Investing hubs.la/Q04yJjf00
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Think an all-time high means the market could fall off a cliff? Not so fast. Past history has shown bull markets often tended to keep climbing. Discover why staying invested beats trying to time the market, and how consistent habits can fuel your compounding machine. #Investing #StockMarket hubs.la/Q04yl8S_0
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Ominous headlines warn that the bond market signals trouble, but what does it actually mean? Discover the ABCs of bonds, why prices and yields move in opposite directions, and how fixed income can provide a strong diversification for your portfolio. #Bonds #Investing hubs.la/Q04y1dNg0
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The old assumption that ETFs are only for passive indexing is officially outdated. Active ETFs have ballooned to $2.49 trillion by blending professional human experience with the general tax efficiency and flexibility of the ETF structure. #ActiveETFs #ETFs #Investing hubs.la/Q04wRZKj0
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In a few weeks we head to Huntington Beach for our 5th @FutureProof_HQ Festival ☀️ Grab a limited edition hat, catch @TMFOtter + @DaveNadig at @etfcom Oasis 9/15 @ 12:45pm, or swing by to talk more about our approach to investing at booth #631.
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Think your broad-market ETF is diversified? Without strict weight limits, you might be placing bigger bets than you think on just a few mega-cap stocks. Discover how ETF weight limits can help protect your portfolio from concentration risk. #ETFs #Investing hubs.la/Q04tX4zk0
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Rural North Carolina 1895: One tiny newspaper with a lot of strong opinions grew to rival some of the biggest names in publishing. Learn how its unlikely rise—and eventual fall—demonstrate the importance of competitive advantages and the power of disruption. #Investing #Stocks hubs.la/Q04spkNf0
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Thinking of taking a summer break from the stock market? Your portfolio shouldn't go on vacation. Discover how the ongoing AI boom, data center delays, and market volatility could be creating year-round buying opportunities. #Investing #AI #StockMarket hubs.la/Q04qNcQX0
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Transparency is more than just a buzzword—it's a crucial investing principle. Discover why knowing exactly what's in your ETF can helps you mitigate hidden risks, manage overlap, and verify your portfolio's strategy. #ETFs #Investing #Transparency hubs.la/Q04qF8kw0
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It might feel risky to invest with markets at all-time highs. But past history has shown record highs were often milestones, not warning signs. Discover why sitting on the sidelines can cost you compounding growth and how ETFs help you stay invested. #Investing #StockMarket #ETFs hubs.la/Q04pZ7m_0
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SpaceX might be aiming for Mars, but even a $2 trillion IPO wouldn't land it in the S&P 500. Here’s what the index requires before letting even the biggest companies into its club. #SpaceX #IPO #SP500 #Investing hubs.ly/Q04phhCH0
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With nearly 5,000 ETFs available, picking the right one can be overwhelming. Don't just chase recent returns! Learn how to evaluate an ETF's strategy, concentration risk, and hidden costs to help build a better portfolio. #ETFs #Investing #StockMarket hubs.ly/Q04mNczP0
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As AI reshapes the business landscape, traditional leadership models are being put to the test. Discover why operational expertise is becoming crucial, and how AI is fundamentally changing the value of human roles within a company. #AI #Investing #Leadership hubs.la/Q04mq7zY0
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Waiting until things “settle down” to start investing? Sitting on the sidelines—even during volatile times—can cost you long-term growth. Discover why we believe time in the market beats timing it, and how starting small today could build significant wealth over time. #Investing #ETFs. hubs.la/Q04lkXdM0
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It’s easy to obsess over the daily price swings of your ETFs, but share price is only part of the story. Discover why savvy investors focus on expense ratios, dividend yields, and total return to evaluate true performance. #ETFs #Investing #TotalReturn hubs.la/Q04lM4h00
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