Financial News

How to Save Clients From Their Capital Gains Burden

As a volatile 2022 for the stock and bond markets comes to a close, year-end portfolio planning is front of mind for millions of advisors, their end clients, and self-directed investors. ETFs have been popular, with net inflows approaching $600 billion, but there remains a lot of money in expensive, tax-inefficient stock-only or stock-and-bond-based mutual [...] The post How to Save Clients From Their Capital Gains Burden appeared first on ETF Trends .
Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.

Use the myMotherLode.com Keyword Search to go straight to a specific page

Popular Pages

  • Local News
  • US News
  • Weather
  • State News
  • Events
  • Traffic
  • Sports
  • Dining Guide
  • Real Estate
  • Classifieds
  • Financial News
  • Fire Info
Feedback