INSIGHTS & STRATEGIES

WisdomTree Blog

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.
Read the article

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.

Read the article

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.

Read the article
There were no surprises at last week’s penultimate Federal Reserve gathering as the policy makers kept rates unchanged, but perhaps more importantly, they continued to lead money and bond markets down the path for a potential rate hike at their final convocation of the year in December. As we head into the 2018 homestretch and begin preparing fixed income portfolios for what potentially lies ahead, once again, hedging rate risk remains an integral part of the equation.
Read the article

After a phenomenal 2017, the last eight months have been painful for emerging market investors. However, despite this period of negative performance, we believe this year’s downdraft could lead to opportunity.

Read the article

With the fourth quarter in full swing, not only are the holidays approaching, tax season is coming up as well. This is the time of year when many financial advisors talk taxes with their clients, especially if those clients have capital gains and if there is the potential for tax loss harvesting.

Read the article