You can use Exchange-Traded Funds (ETFs) to avoid the wash-sale rule in several ways. Here are three, from the clearly legal to the more questionable. Most wealthy people constantly look for legal ways to minimize their taxes, and the rest of us can learn from their tricks. Some expand that to include tax reduction strategies […]
The exchange-traded fund (ETF) structure shares certain similarities with mutual funds, but also important differences that investors need to understand, especially if you’re used to investing through mutual funds. These differences can prove to be advantageous for investors in actively managed ETFs compared to other investors who hold their money in active mutual funds. Investing […]
I was in my early 30s and had recently arrived in the US with a wife and two toddlers. Things were tight, living on $31k. Very tight. We were beyond happy to find that the local hospital cafeteria sold hot meals for under $3 because $0.20 supermarket ramen noodle packets were often dinner at our […]
While nothing is certain in investing, the trend of investors pouring more money into exchange-traded funds (ETFs) and pulling cash out of mutual funds continues unabated. ETFs have become the darling of financial media, with a chorus of industry pundits sounding the death knell for mutual funds as ETF adoption soars to new levels. Yet […]
Since ETFs and traditional mutual funds each have their own characteristics and thus their own pros and cons, there’s no clear-cut answer as to which is always better for everyone. I’ve been a mutual fund investor for nearly 30 years but didn’t buy my first shares in Exchange Traded Funds (ETFs) until very recently. That’s […]
We’ve talked before here at Weathtender about the importance of socially responsible investing. There is, without doubt, a growing trend for investors (and consumers) to care about the impact they’re having on the world. Alongside this, there is an inevitable consequence. If we all care more about where our money goes, investing in ethical companies becomes […]
Registered Investment Advisors (RIAs) are growing. According to FINRA’s 2022 Industry Snapshot, there were 3,394 broker-dealers in 2021, down 41 from 2020, while the number of RIAs grew 7% from 2017. Free from often restrictive rules and product lists, today’s RIAs seek new offerings to serve their client niches. That’s where Halo Investing comes in. […]
While the Genuine Investors ETF (ticker symbol: GCIG) was only recently launched with its publicly-traded debut on December 1, 2021, its portfolio manager overseeing the fund, Guy Davis, has more than a decade of experience managing assets for institutions and high net worth clients. Beyond his professional credentials as a CFA Charterholder, Guy has co-authored […]
In May 2010, ActiveETFs | InFocus spoke with Paul Weisbruch, who is the VP of ETF/Index Sales and Trading at Street One Financial. Street One Financial is an ETF liquidity provider and works with advisors in helping them access liquidity and trade ETFs efficiently. Paul chats with us about a fundamental misconception about ETF liquidity, […]