3 Best Practices for Building Tax Efficient Portfolios

It’s often said that only two things are certain in this world: death, and taxes. Every year, tax day rolls around and investors, advisors, and fund managers alike search for ways to conduct more tax efficient investing. While some fund managers offer mutual funds or Exchange Traded Funds (ETFs) that are created with tax efficiency … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better, prompting investors to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into ones that can better weather economic … Continued

Don’t Short a Cult with Gannon Breslin

FEATURING THE AUTHOR OF REBEL MARKETS, GANNON BRESLIN, @gannonbreslin, @rebelmarkets Click to view Tweet Q: Give us an overview of your background in the markets. What is your investing philosophy? A: I started investing over six years ago during my senior year of high school. I didn’t have a job and had only a little money to play … Continued

How to Find the Best Bond ETFs for Client Portfolios

Many of us first encountered fixed income not through bond ETFs, but through the physical savings bonds that were gifted to us as kids (thank you, Aunt Judy). Albeit bond ETFs and savings bonds are a bit different, advisors know fixed income’s consistent payments and low correlation to stocks are a vital part of any … Continued