Viewpoints about Taxes
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Using market volatility for tax-loss harvesting with ETFs
ETFs may be an efficient vehicle to potentially save on taxes by harvesting losses during the coronavirus-driven volatility.
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What are separately managed accounts?
Separately managed accounts recently hit an important milestone: $1 trillion in assets. We take a closer look at this long-established investment vehicle, what's behind the recent surge in popularity, and how they differ from mutual funds and ETFs.
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Infrastructure and municipal bonds—Washington gridlock and your portfolio
Without an infrastructure spending bill, some U.S. states are funding improvements in the municipal bond market. Associate Portfolio Manager Dennis DiCicco provides insight.
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Are certificates of deposit (CDs) the best place to park cash?
At first glance, CDs may look attractive to savers. Yet as the Fed cuts interest rates, yields are falling further. Other options—including short-term bond funds—may offer a more attractive way to put cash to work.
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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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