Portfolio manager says those who've kept a level head in rough times should be well-positioned now to take advantage of attractive valuations. 

Kenneth Smith has been spending a lot of time lately trying to make sure that market volatility doesn't send investors into a tail spin.

As a result, the chief investment officer at Seattle-based Empirical Wealth Management says that the high net-worth and institutional clients he works with aren't ready to panic yet.  

But he credits such realistic expectations to not only this year's educational push. Smith explains that he has been sounding a similar theme when markets were running strong from 2003 through late last year. The difference, he says, is that during bull markets the message has been to not chase asset classes that are performing well. 

Now, conditions are different. But the veteran advisor and portfolio managers says keeping a level head and remaining unemotional as market volatility remains high

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Oxford Club’s Alexander Green says making the switch from mutual funds to ETFs can save thousands in taxes and expenses. Changing funds now can also help psychologically, by locking this year’s huge losses in the past. Alex lists eight ETFs that can “help turn market lemons into lemonade.”

This from Investment U:

With the stock market’s historic drop this year, some investors have fled to cash. Others are cautiously buying. Most, however, are sitting on their hands.

They shouldn’t be.

Even if you lack the cash - or the willpower - to buy into this market, there is still a very smart move you can make: switch.

Switch from your poor-performing, high-cost, tax-inefficient stock and bond mutual funds to index funds or exchange-traded funds (ETFs).

It’s a very smart move. Here’s why…

Why Choose Exchange Traded Funds Over Mutual Funds?

Compared to exchange traded funds, most mutual funds are

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Exchange Traded Funds: An Investment Move You Need to Make…

by Alexander Green, Chairman, Investment U Investment Director, The Oxford Club Monday, November 24, 2008: Issue #891

With the stock market’s historic drop this year, some investors have fled to cash. Others are cautiously buying. Most, however, are sitting on their hands.

They shouldn’t be.

Even if you lack the cash - or the willpower - to buy into this market, there is still a very smart move you can make: switch.

Switch from your poor-performing, high-cost, tax-inefficient stock and bond mutual funds to index funds or exchange-traded funds (ETFs).

It’s a very smart move. Here’s why…

Why Choose Exchange Traded Funds Over Mutual Funds?

Compared to exchange traded funds, most mutual funds are a lousy deal, here’s why:

Each year more than three-quarters of them fail to match the performance of their benchmarks.

 

Many are loaded with front-end or back-end loads, 12b-1 fees, ...