Debbie Carlson

3 weeks ago | etf.com | Debbie Carlson

With gold briefly rallying to just over $3,500 an ounce, the yellow metal finally broke its inflation-adjusted 1980 high of $850. The move has some investors wary of its valuation. Gold's inflation-adjusted all-time high price was $3,493.95 using the Bureau of Labor Statistics’s consumer price index inflation calculator to estimate the purchasing power of $850 in January 1980. That it took 45 years to revisit that high is a reminder about valuation.

3 weeks ago | barrons.com | Debbie Carlson

Terms such as international, global, and world are anything but interchangeable when it comes to funds.

3 weeks ago | etf.com | Debbie Carlson

On Earth Day, sustainable investing is facing headwinds amid the backlash against environmental, social and governance strategies and as the Trump administration champions fossil-fuel energy at the expense of renewable energy. Morningstar noted that U.S. sustainable ETFs saw a second year of outflows in 2024 as well.

3 weeks ago | barrons.com | Debbie Carlson

Buffered exchange-traded funds protect you against stock market losses, but you have to give up part of your upside in return. The ETFs are selling strongly so far this year with the S&P 500 down about 9.8% on a total return basis. They appeal to retirees and other conservative investors. According to FactSet, investors have sent nearly $7 billion into buffered ETFs as of early April.

3 weeks ago | barrons.com | Debbie Carlson

Buffered exchange-traded funds protect you against stock market losses, but you have to give up part of your upside in return. The ETFs are selling strongly so far this year, with the S&P 500 down about 9.8% on a total return basis. They appeal to retirees and other conservative investors. According to FactSet, investors have sent nearly $7 billion into buffered ETFs as of early April.