Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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This short video shows you how the process works—and why, for your tax-sensitive clients, broad market exposure via an SMA may be the better choice over an ETF.
In this week’s fund news, Rob Arnott launches four model portfolios; Ritholtz’s clients reap the benefits of tax loss harvesting through direct indexing; and DFA celebrates its 40th anniversary.
Through an effectively structured tax-managed investment strategy, investors can meet goals even in a challenging year like 2020. The savvy investor uses losses now to offset gains later, thus managing their tax burden.
The top holdings in the U.S. Carbon Transition Readiness ETF (LCTU) turn out to be Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc.