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Recent News

Telecom and Tech Sectors To Undergo Radical Reorg

Major changes to the Information Technology and Telecommunications stock market sectors announced last year by index providers S&P/Dow Jones and MSCI are set to take effect on September 29, 2018. The Telecommunications Services sector will be replaced by the Communications Services sector, which moves from 2% of the “old” S&P 500 to almost 11%. The new sector will include growth stock stalwarts like Alphabet (Google) and Facebook (formerly “Tech” stocks), as well as former Consumer Discretionary heavyweights like Disney and Netflix, which also move to the new sector. Hundreds of billions of dollars of ETF’s that track these stocks are in the process of being re-constituted to reflect these changes. These changes will have a significant impact on how investors measure and target/source returns, especially growth stock investors.

Schwab Lowers Commission Rates & ETF Expense Ratios

Charles Schwab & Co., our preferred custodian, recently announced that it reduced its standard online equity and ETF commission rate to $4.95 per trade. Schwab has also lowered their ETF expense ratios, making many of their super-efficient investment vehicles the lowest cost in the industry. We applaud Schwab for continuing their ground-breaking efforts to improve the investment experience for all. Read more here.