Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite the similarity in the taxation of mutual funds and ETFs, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
ETF Volume Does Not Equal Liquidity
Most advisors understand that ETFs are liquid, although some may simply apply their knowledge of stock liquidity to ETFs and assume that it is the same—but it is not.
Top Portfolio Products: Vanguard to Launch Alt Fund
The fund giant plans to add the new fund into its popular managed-payout product.
A 4-Step Investment Plan for Millennials
Young adults face tough financial challenges. Through these four simple steps, you can help address them.
3 Tips for Using Leveraged ETFs
Before jumping in, advisors and clients should do some homework on these tricky investments.
A New, Cheaper Way to Invest With Bond King Jeffrey Gundlach
The SPDR DoubleLine Total Return Tactical ETF is possibly the most important as a test of whether active management can ever thrive inside the ETF industry.
Gold Bug Merk: The Risks of Gold
As a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
Gundlach, State Street Launch Total Return ETF
The SPDR DoubleLine Total Return Tactical ETF will include mortgage-backed securities and junk bonds.
Alternative ETFs: Always Know What You’re Buying
Another tip for alt ETF investors from a recent Schwab call: always ask, “Can I store that commodity in my basement?”
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.