Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil EL&P Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries How to Save Clients From Their Capital Gains Burden By: ETF Trends December 09, 2022 at 08:00 AM EST 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 . Read More >> Related Stocks: S&P Total US Stock Market Ishares Core ETF SPDR Portfolio S&P 500 ETF Schwab U.S. Largecap ETF 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.
How to Save Clients From Their Capital Gains Burden By: ETF Trends December 09, 2022 at 08:00 AM EST 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 . Read More >> Related Stocks: S&P Total US Stock Market Ishares Core ETF SPDR Portfolio S&P 500 ETF Schwab U.S. Largecap ETF