Fact checked by Vikki Velasquez Exchange-traded funds (ETFs) are low-cost, beginner-friendly investments that can move clients closer to their long-term goals. However, many investors may assume the ...

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 ...

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

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

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, ...

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 ...

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.

The exchange-traded fund (ETF) created around celebrity Wall Street analyst Dan Ives’ top 30 AI picks is off to a strong start. The ETF has raked in nearly $400 million since its June 3 ...

Nonprofits brace for higher taxes The House of Representatives in late May narrowly passed proposed legislation that could cut taxes–including extending the 2017 Tax Cuts and Jobs Act (TCJA ...