Mr. Spence has been writing about exchange-traded funds, personal finance and financial markets for over a decade. He penned the ETF Investing column at MarketWatch.com for seven years and his work has also appeared in The Wall Street Journal, Washington Post, Chicago Tribune and several other major newspapers. Mr. Spence first began writing about ETFs in San Francisco in the late 1990s at IndexFunds.com and IndexUniverse.com, and has assisted in the production of a trio of books on investing in markets with ETFs, most recently Active Index Investing (Wiley, 2004). Mr. Spence earned his undergraduate degree from Middlebury College in Vermont, and an MFA in Writing at University of San Francisco. He currently lives outside Boston with his wife and son. Cooking and kayaking are among his favorite hobbies.
As an independent trader, I focus on tradeable advice across a wide range of financial products and markets. After several years of short-term trading I now find the real challenge is to take a trade guided by macro views and only pick those trades that fit my trading personality. As a Psychologist I see the investment and trading world as a mirror of mass psychology and sentiment. Any ideas expressed are solely for educational and informational purposes.
Left the coporate world 13yrs ago at the age of 50 and now manage my investments for income (pays the bills and lets me stay unemployed) & growth (so I can retire someday). Currently using a covered call startegy to mimic the market and provide weekly income.
James Simpson has been offering advice to ETP issuers for over 12 years. He has worked with a wide variety of exchange-traded security types and has a solid record of helping issuers. Mr. Simpson began working with exchange-traded products in 2001 when he was hired as the Assistant Director of the American Stock Exchange’s ETF Marketplace. He spent four years as the registered representative of the SPDR Trust and worked closely with senior management of ETP issuers and traders. After helping the exchange overhaul its regulation of exchange-traded products in 2006, he left to help build out new ETP businesses, most recently as Vice President at Northern Trust Global Investments. He founded ETP Resources, LLC in September 2009 and has assisted numerous investment advisors with their product development.
Matthew Tucker, CFA, Managing Director, is Head of the iShares Fixed Income Strategy team. He leads the product strategy effort for exchange-traded funds, and leads the platform's efforts in North and Latin America iShares. His team focuses on developing new fixed income iShares strategies, partnering with the iShares team on product delivery, and supporting iShares client sales. Matt is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha.
Matt's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he led the US Fixed Income Investment Solutions team, where he was responsible for overseeing product strategy for active, index, enhanced index, iShares (ETF) and long/short products. Previously, he was a portfolio manager and trader in fixed income focused on US government securities. Matt was part of the team that developed and launched the first fixed income ETF in 2002, and worked as the lead portfolio manager for fixed income iShares. He began his career at Barra, where he supported clients in the use of Barra's fixed-income analytics. Matt earned a BS degree in business administration from the University of California at Berkeley in 1994 and is a CFA Charter Holder. He is a frequent contributor to a number of financial publications and has written extensively on fixed income ETF markets and dynamics.
After 42 years in the construction industry as an IBEW inside wireman-electrician
I feel fortunate to have a pension. I value all the insight from the contributors
to this web site! With 300k in IRA's @Vanguard and 30k in joint acct,I hope to
attempt some trading and options also.
seeking alpha and advice
Charterred Accountant in Canada
Was a professional in the investment business in Canada in corporate finance, as a security analyst, as a stockbroker, founded a short term, technical analysis based trading fund and ran it for 5 years, retired in 1994.
Played golf until arthritis ended my ability to play
In 2011 resumed my trading system, is now a work in progress.
Am presently trading ETF's, stocks and options, go long, short and hedge
Efficient Alpha provides written content & investment research solutions for small and medium-sized advisor firms. Our core products include: financial newsletters, blogging, presentation preparation, investment research and ghost writing. Our normal clientele are small to medium-sized firms with research, analysis, or marketing needs but whom may have insufficient staff or topic expertise.
Joseph Hogue, founder and analyst, has more than ten years in the investment industry and holds the Chartered Financial Analyst designation. His experience covers a wide range of investment related areas but he specializes in web & social media content for financial advisors and other professionals. His work has been published by the International Economic Development Council, Alternative Latin Investor, Emerging Money, Morningstar, and the financial website Seeking Alpha. Mr. Hogue is also the administrator for the FinQuiz Blog, an online source for CFA exam preparation advice and preparation.
Working from Medellin, Colombia, he has worked for clients ranging from individual investors to large multinational firms. Prior to his work as a financial writer, Mr. Hogue worked as an economist for the State of Iowa, as a consultant on trade issues and analyzed real estate development deals in Colombia.
A veteran of the United States Marine Corps, Mr. Hogue is a graduate of Iowa State University with a B.S. in Finance, a B.A. in Communications, and a Master’s in Business Administration. He is the former Communications Chair on the board of directors for the CFA Society of Iowa.
Areas of Interest:
· Financial Blogging and Social Media Content
· Equity Research and Analysis
· Strategic Asset Allocation & Portfolio Planning