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.
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.
