As the adoption of ETF Model Portfolios continues to rise, many investors are asking about small rebalance trades that don’t require a block trade. Michael Barrer outlines the best practices for an easier and better execution experience for small lot trading.
Many of you are familiar with the key ETF best trading practices and order types: Don’t trade in the first or last 15 minutes of the day, don’t use market orders and know how to use your trading desk and capital markets resources. What is less commonly known, but extremely important, is the practice of a switch trade.
Tax efficiency is one of the prime benefits of exchange-traded funds (ETFs). Jeremy Schwartz makes the case that this tax reporting season will accentuate the benefits of the ETF structure.