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ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.
April 29 -
Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.
April 28 -
Retirement investors have done well over the past three years; energy fans are still waiting for the bounce back.
April 19 -
A manageable way to recreate the S&P 500 and win on taxes, too.
April 18 -
One advisor says these 3 innovative strategies may not be necessary for most clients.
April 15 -
Use these highly-liquid funds to execute a tactical asset allocation approach.
April 15 -
For those willing to wait, these ETFs can reduce volatility and improve portfolio performance.
April 15 -
Index-based ETFs are less likely to generate tax bills for reinvested capital gains distributions.
April 14 -
Why these are better investments than your clients may think.
April 13 -
Some funds, even within the same category, are inherently more variable than others.
April 13 -
The global ETF market could triple by 2020, but there are still a few drawbacks that limit their growth.
April 12 -
Just one investment can provide access to low volatility, high dividends and great returns.
April 12 -
Some clients want fancy flavors, but their funds don’t have to be the equivalent of chili coconut.
April 11 -
Here's how advisors can help their clients decide whether they want exposure to the commodity or to related equities in oil companies.
April 11 -
Such funds can provide diversity, but find out a manager’s history and specific holdings.
April 8 -
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Forget complex equations: Simple math is the basis here.
April 8 -
Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities.
April 7 -
There are pros and cons to these standalone smaller offerings.
April 6 -
Tread cautiously: Not all these funds are created equal.
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