Capital Markets Associate
Exchange-traded funds (ETFs) have seen immense growth over the past decade. While there are a multitude of benefits of ETFs for investors, we continue to see questions around ETF trading. Let’s discuss the do’s and the don’ts of how to best trade an ETF
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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.
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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 is extremely important, is the practice of a switch trade.
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No matter where an investor is on the spectrum of sophistication when it comes to using ETFs, what is paramount is to recognize that ETF execution affects their total return. Investors spend the majority of time on asset allocation, but when it comes time to execute, it is imperative to know what resources you have to obtain the best pricing possible.
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ETFs have many benefits that have caused them to expand in terms of assets and offerings over the past decade. Not only are they typically low cost and extremely transparent, a key characteristic and an attractive feature is their tax efficiency.
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As we mark the one-year anniversary of August 24, investors may be asking what has been done since that volatile and chaotic day and if it could happen again. 
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