ETFs for the Long Run: What They Are, How They Work, and Simple Strategies for Successful Long-Term Investing

Acknowledgments

I’m especially indebted to Bill Falloon of John Wiley & Sons for suggesting the idea for this book, offering me the chance to write it, and having the faith that I would finish it. My editor, Emilie Herman, deserves much praise for her patience and support. I am also extremely indebted to Kathleen Moriarty of Katten Muchin Rosenman for taking time out of her busy schedule and vacation to read over most of this book. Bob Tull of MacroMarkets and Arlene Reyes of ExchangeTradedFunds.com were instrumental for their willingness to take many late-night phone calls and answer many basic questions.

I want to thank the following people for not only taking the time to talk to me, but also for reading and fact checking individual chapters or selections: Rob Arnott of Research Affiliates, Hank Belusa of the DTCC, Bruce Bond of PowerShares Capital Management, Steven Bloom of the NASDAQ Stock Market, Dave Hooten of Claymore Securities, Ben Fulton of PowerShares, Doug Holmes of Rydex Investments, John Hyland of Victoria Bay Asset Management, John Jacobs of NASDAQ, Joe Keenan of The Bank of New York Mellon, Wayne Lee of NASDAQ, Steve Letzler of the DTCC, Tim Meyer of Rydex Investments, Sonya Morris of Morningstar, J. Parsons of Barclays Global Investors, James Ross of State Street Global Advisors, and Cliff Weber of the American Stock Exchange.

I’m grateful to Jim Kelly of Kelly Capital Management for his advice on how to build a portfolio, and to Ron Delegge of ETFguide.com