INSIGHTS & STRATEGIES

WisdomTree Blog

The combination of a global pandemic and volatile markets is creating understandable anxiety for investors. One day, the promise of new government action sends stocks soaring 10%; the next day, fresh panic sends them down even further. In these challenging times, what’s an investor to do?
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Did you know that you can use an investment loss to help you improve your tax situation? We break down a strategy called tax-loss harvesting, which may be able to help investors turn their loss into an advantage.

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Despite Q1’s 6.9% growth rate in China, the 2017 target is 6.5%, a touch lower than the 6.7% GDP growth achieved in 2016. With these lower projections, should investors still be optimistic? Vania Pang of ICBC Credit Suisse Asset Management (International) Company Limited’s Capital Markets and Investment Solutions, Index and Quantitative Investment team weighed in.
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With the fourth quarter here and tax season fast approaching, now is an ideal time for advisors to initiate conversations with their clients about tax loss harvesting. Tax loss harvesting is the act of selling a losing position to offset capital gains created by income or the sale of profitable investments.With the fourth quarter here and tax season fast approaching, now is an ideal time for advisors to initiate conversations with their clients about tax loss harvesting. Tax loss harvesting is the act of selling a losing position to offset capital gains created by income or the sale of profitable investments.
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Even though exchange-traded funds (ETFs) have become fairly popular, we’re still somewhat surprised by how often people misunderstand the differences between them and mutual funds.

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As their name suggests, exchange-traded funds (ETFs) are investment funds that trade openly on the stock exchange. Although they have become increasingly popular of late, ETFs have actually been around since the late 1970s.
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