INSIGHTS & STRATEGIES

WisdomTree Blog

2020 will be remembered as a year with some of the wildest and worst daily declines in history. Jeremy Schwartz explains why now may be a good time to explore how our ETFs can upgrade investors’ portfolios.

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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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The past several weeks have, no doubt, caused or tempted many investors to sell off. But is that the best course of action? Scott Welch looks back at the market dips in previous years to compare them to the market turmoil today.

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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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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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