Viewpoints about taxes
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California wildfires: potential impact for muni bond investors
The California wildfires are an important reminder for muni bond investors to assess weather-related risks at both the state and issuer level.
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ETF tax efficiency revisited as fund distributions loom
ETF tax efficiency is in focus as mutual funds release estimates of capital gains distributions and investors work on year-end planning.
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4 things to know about municipal bonds and muni bond funds
Federal tax changes have sparked new interest in municipal bonds and muni bond mutual funds. We explore the key things to know about munis and their potential tax advantages.
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Creation and redemption: ETFs’ “secret sauce” explained
The creation and redemption process used by exchange-traded funds (ETFs) is the behind-the-scenes feature that drives many of their advantages. These include low fees, liquidity, and ETF tax efficiency.
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Benefits of ETFs: A second look at potential investing advantages
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.
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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.
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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.
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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.
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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.
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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.
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