Kitces: Are You Running Afoul of Wash Sales?
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.
More in ETFs
An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers. more »
Openfolio has quickly grown into a community of more than 25,000 investors, all drawn to the idea of seeing what various members are investing in and comparing portfolios to measure how they are doing. more »
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
Gold's traditional role as a store of wealth has been usurped by contemporary art and apartments in cities such as New York and London, according to Laurence D. Fink, head of the world’s biggest asset manager. more »
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings. more »
With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed. more »
Investors dumped ETFs that invest in bonds ahead of yesterday's Fed statement on concern officials would get closer to raising interest rates. more »
Big names in the bond industry have lent their names to actively-managed ETFs, betting their reputations will translate into investor interest. But active management's recent record against index funds makes it a tough sell for some. more »
Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments? more »
One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it. more »
After suffering continuing losses in his prior role as manager of Pimco, Gross now sees his first month of net withdrawals at Janus Global Unconstrained Bond Fund. more »
Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt rises. more »
The strong launch of an ETF with Jeffrey Gundlach's name behind it demonstrates there is room for more growth in actively managed ETFs, industry observers say. more »
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