ETF investing

Add a Little Fiscal and Physical Health with ETFs (exchange traded funds)

When exchanged-traded-funds (EFTs) were introduced in 1993, few expected this low-cost index investing idea to explode.  But 20 years, and $ 2.3 trillion later, it’s an idea that is here to stay. While many investors gravitate toward the core concept of a broad index (SPY was the first EFT accessing all 500 of the S&P 500 stocks), today’s investors are also interested in satellite strategies focusing on tactical sector investing.

Fiscal and Physical Health  One of the sectors we’re closing following is health care. With a shifting (ok, aging) demographic and a younger population keen on living longer, we see positive short- and long-term

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SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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