Many clients may mistakenly think the expense ratio is the only cost of owning an ETF—here’s how to help them understand the full picture.

Learn how to use ETF tax-loss harvesting to reduce client tax bills, create tax alpha, and demonstrate proactive value. Includes implementation strategies, best practices, and CRM workflow tips for ...

ETF s now hold over 9% of all American companies’ stocks, up from 0.2% in 2000. The less tax-efficient mutual-fund sector, by contrast, peaked in 2008 at 25% of stockmarket ownership and has ...

If you have 20 years until you retire, you'll need to invest around $16,000 each year ($64 per day) to build $1 million, ...

These five top ETFs have high dividend monthly payouts and reasonable expense ratios, and they trade at a discount to net ...

MSTY is a financial product ETF that basically tracks Microstrategy (NASDAQ: MSTR), a very volatile stock due to its large Bitcoin holdings, which have transformed it into a de facto Bitcoin stock ...

Yes, if you hold dividend stocks in a non-registered account, you’ll likely have to pay some tax, which you could avoid if you invested in a growth company that reinvested all of its cash internally ...

Vanguard entered the market in early 2025 with the Vanguard Ultra-Short Treasury ETF, which has an annual fee of just 0.07%, against 0.09% for the iShares ETF and 0.14% for the SPDR ETF.

ENCL:CA's 17.9% yield is powered by leverage and Canadian oil sector tailwinds. The fund’s 125% leverage boosts distributions ...

One of the fundamental premises of fair taxation under capitalism is the notion that taxes are assessed on profits when an investment is sold, not on investment principal, nor on unrealized gains ...