Tax Loss Harvesting: It’s Not Just for Year-End
Check our Comps list to lock in tax losses while keeping–or even upgrading–your market exposure.
Cutting Your Losses: Tools for ETF Tax-Loss Harvesting
Three simple tools to help investors lock-in tax losses while staying invested
New Coverage Notables
We just added 32 equity ETFs to our database, all of them newly listed in the past few months (Table 1). Twenty six of them are classified as “Smart Beta” funds, always fertile ground for new products despite the fact that smart beta’s growth in market share seems to have stalled in recent quarters. Among…
Replacing Delisted SPDR ETFs
One of the frustrating aspects of ETF investing is seeing a fund you own liquidated. The biggest disadvantage when this happens is the forced sale may result in an unexpected tax bill for any capital gains. But a second problem is that once you’ve got the cash from the sale or liquidation, you now have…