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The Tool Giving Independent Advisors an Edge Over Big Banks
etf.com87d agoneutral
The Tool Giving Independent Advisors an Edge Over Big Banks

<p>The 351 exchange has quietly crossed into the mainstream and advisors who aren't paying attention may already be behind. Ryan Kirlin of Alpha Architect breaks down why this tax-smart ETF strategy is the most powerful tool in the independent advisor's arsenal right now.</p>

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work
24/7 Wall St.87d agoneutral
You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

You’re 55. You’ve got $250,000 sitting in a savings account or a CD, feeling responsible. Then you check the latest inflation report: headline PCE running at 4.07% year over year as of May 2026, accelerating from 2.88% in January. Meanwhile the national average 12-month CD pays 1.65% APY. Your “safe” money is losing ground every ... You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
24/7 Wall St.90d agoneutral
VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its headline 2026 predictions. The interesting part is what investors think they own when they buy VOO versus what is actually sitting inside the ... VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

The “BALI” Bull Run: Is BlackRock’s 7.7% Yield Strategy Too Good to Be True?
24/7 Wall St.90d agoneutral
The “BALI” Bull Run: Is BlackRock’s 7.7% Yield Strategy Too Good to Be True?

Monthly checks averaging around 20 cents per share against a $33 share price is how the iShares U.S. Large Cap Premium Income Active ETF (CBOE:BALI) builds its roughly 7.7% distribution yield. The “too good to be true” framing on BALI assumes the cash must be coming from somewhere expensive, usually capped upside or quietly eroding ... The “BALI” Bull Run: Is BlackRock’s 7.7% Yield Strategy Too Good to Be True?

VOO shattered a barrier no ETF has cracked, here’s what it means
TheStreet92d agoneutral
VOO shattered a barrier no ETF has cracked, here’s what it means

A significant portion of an investor’s equity exposure may already reside within their retirement account, often without their full awareness. Vanguard’sS&P 500 ETF, trading under the ticker VOO, officially crossed $1 trillion in net asset value on June 2. A $1.7 billion single-session inflow ...

Is “VOO And Chill” Actually A Good Way to Invest?
24/7 Wall St.92d agoneutral
Is “VOO And Chill” Actually A Good Way to Invest?

The Vanguard S&P 500 ETF (VOO) is the largest ETF on the U.S. market, with just over $1 trillion in assets under management. It got there because of several compounding factors: the strong performance of its underlying benchmark, the S&P 500 index, Vanguard’s brand reputation and economies of scale, an ultra-low 0.03% expense ratio, and, ... Is “VOO And Chill” Actually A Good Way to Invest?

VOO’s 0.03% Fee Hides a Bigger Problem: 36.92% Concentrated in Tech
24/7 Wall St.93d agoneutral
VOO’s 0.03% Fee Hides a Bigger Problem: 36.92% Concentrated in Tech

The cheapest fund on the shelf still has a price tag. Vanguard S&P 500 ETF (NYSEARCA:VOO) charges almost nothing, brags about it constantly, and just crossed $1 trillion in assets. The real trap is what that fee is buying you: a fund that quietly behaves like an AI sector bet wearing an index ETF’s costume. ... VOO’s 0.03% Fee Hides a Bigger Problem: 36.92% Concentrated in Tech

JEPI’s 0.35% Fee Is a Trap: The Real Cost Is the 14.48% Return Gap vs. SPY
24/7 Wall St.93d agoneutral
JEPI’s 0.35% Fee Is a Trap: The Real Cost Is the 14.48% Return Gap vs. SPY

The fact sheet says JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) charges just 0.35%, but that number is a magician’s misdirection. The real cost of owning JEPI is the upside the fund hands back to the options market every month, plus the tax bill the IRS hands you every April. What You’re Actually Paying Start with ... JEPI’s 0.35% Fee Is a Trap: The Real Cost Is the 14.48% Return Gap vs. SPY