INSIGHTS & STRATEGIES

WisdomTree Blog

We have long written about the best practices for switch trades when it comes to buying and selling two ETFs, but what about when switching from mutual funds to ETFs and vice versa?

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While some mutual fund managers believe volatility will shake faith in passive instruments, the evidence points to investors moving toward ETFs during tough periods. Jeremy Schwartz explains how the ETF structure has proved to be resilient in times of crisis.

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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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We have witnessed an almost unprecedented four to five weeks of market disruption, and many investors are wondering what they can do to stem the tide. Scott Welch discusses how tax loss harvesting can help investors “lean into” these disruptive markets and add tangible and proactive value to investor portfolios.

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The market disruption over the past four to five weeks has been disconcerting, but it has also presented potential opportunities for valuable introspection. Our CIO for Model Portfolios, Scott Welch, provides several broad observations plus some very specific ideas for advisors that can help benefit their clients.

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The doubters of the ETF structure always warn about a situation when ETFs would blow up. With the confluence of many storms lately the markets are experiencing extreme volatility. Anita Rausch discusses how the ETF structure is holding up and becoming a crisis management tool.

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