Tax Loss Harvesting Should Be Top of Mind for Bond Investors
Opportunities for tax loss harvesting should be regularly reviewed in every taxable portfolio, not just when taxes are top of mind.
Analyzing Implied Liquidity for a Specific ETF
For advisors and ETF investors, the question now becomes how to quantify the liquidity for a specific ETF?
Understanding ETF Liquidity
Due to their unique structure, we need to think about ETF liquidity differently than we do equities.
Tax Loss Harvesting with the BUILD Bond Innovation ETF – BFIX
Investors opening their quarterly statements from Q1 2022 may be finding something they probably haven’t seen much of recently: lots of red.