Jeremy Schwartz / Currency Hedged Equity, ETF Education, Tax Loss Harvesting on 08 Feb 2016

Tax-Loss Opportunities You Don’t Want to Miss

Most people think about tax planning just at year-end, but anytime there are significant pullbacks in the market, we think there is an opportunity to rotate into other strategies and book a loss. 

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Paige Corbin / ETF Education, ETF Trading on 04 Feb 2016

Understanding ETF Implied Liquidity

The saying “Don’t judge a book by its cover” can be applied to ETFs when discussing trading volume and liquidity. Oftentimes investors will rule out ETFs because they don’t meet a certain average daily volume threshold. This could eliminate from consideration hundreds of ETFs that could potentially be effective and impactful investment vehicles. 

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Jeremy Schwartz / ETF Education, Tax Loss Harvesting on 27 Jan 2016

Thinking about International Tax Loss Harvesting on Pullback

Most investors start concentrating on tax loss harvesting strategies at the time of year-end planning, and we see a lot of rotation late in the year on the backs of this. But market volatility offers opportunities to reposition throughout the year.

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WisdomTreeETFs / ETF Education, Tax Loss Harvesting on 04 Dec 2015

Taking Advantage of Tax Loss Harvesting with ETFs

For financial advisors, this is the time of the year to talk taxes with their clients, especially if they have capital gains. Investors may be unaware that their mutual funds can have capital gains—even when the market is down.

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Michael Barrer / ETF Education, Fixed Income on 11 Sep 2015

Five Key Points to Fixed Income ETF Liquidity

When I see headlines along the lines of “Fixed income exchange-traded funds (ETFs) are not liquid and pose a risk to the system!” I can’t help but think, Stop the madness! Fixed income ETFs can actually add liquidity to the overall ecosystem and could potentially protect investors better than traditional investment structures. 

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