INSIGHTS & STRATEGIES

WisdomTree Blog

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.

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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 could help investors turn their loss into an advantage.

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ETFs can offer an attractive and efficient way for investors to gain access to all aspects of the marketplace and have greatly leveled the investment landscape in terms of availability to all asset classes and regions. As ETFs continue to grow in assets and scope of coverage, we are often asked questions about how they actually work. 

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One of the most common questions and discussion points we encounter is this: “What are the key differences between ETFs and mutual funds?” Both are investment vehicles designed to give the investor exposure to a basket of securities, but there are important distinctions between the two structures in terms of transparency, trading and tax efficiency.
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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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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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