Adding ETFs to your mutual fund business
For advisors who may be wary of ETFs, we outline reasons why they’re worth a second look—particularly the latest generation of multifactor ETFs.
Viewpoints about taxes
Filter posts by our authors, asset managers and topics.
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6 reasons why you should consider investing in a 529 college savings plan
529 plans offer a wealth of benefits, including tax-free distributions to pay for educational expenses. Here are 6 of the top reasons to consider opening one today.Read more -
Cleared for takeoff: seeking income opportunities in airport municipal bonds
Airport projects can present some of the most attractive opportunities in today’s municipal bond market, thanks to tailwinds that point to strong growth prospects for U.S. airports.Read more -
Top searched finance terms of 2018
Year-end lists can contain insight for investors when thinking about the year ahead. We present the top searched-for finance-related terms in 2018.Read more -
What makes ETFs tax efficient?
ETFs may offer some advantages for tax-sensitive investors. We take a look under the hood of this investment vehicle to explain why these advantages are there.Read more -
Making the most of tax-loss harvesting entering year-end 2018
The new tax law and the likelihood of full-year equity market gains present a wealth of opportunities for tax-efficient investing. We explore tax-loss harvesting for year-end 2018.Read more -
How low can they go? Weighing the outlook for credit spreads after tax reform
Corporate bond valuations are already tight. With companies poised to reap the benefits of tax reform, can credit spreads get even tighter? Take a closer look.Read more -
Tax reform's earnings boost is far from uniform
The new tax law may result in market rotation in favor of sectors that stand to gain the most from lower corporate rates. Earnings are already being revised higher.Read more -
The new tax law and your financial plan
Beyond the reductions in tax rates for corporations and individuals, the Tax Cuts and Jobs Act of 2017 ushered in changes to a number of popular savings vehicles, which means now may be a good time to review your financial plan.Read more -
How small-cap stocks may benefit from the new tax law
The recently passed tax law carries investment implications across sectors and capitalizations. Here's why we believe small caps stand to benefit in particular.Read more