The Top 10% Added $5 Trillion in Wealth This Year — Mostly from Stocks
Summary: 2025 has been another banner year for the wealthy, powered by a stock market that continues to outpace the broader economy. As the top...
Perspectives
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ETF Rebalancing After a 351 Exchange
The Challenge When new ETFs launch through Section 351 exchanges, they inherit a mix of securities from separately managed accounts that may not match their...
From Concentrated Stocks to Diversified ETFs: The Tax-Smart Way
How 351 tax-deferred exchanges help investors diversify without the capital gains hit The Challenge Every Concentrated Stock Investor Faces Picture this: You’ve held onto company...
ETF Look-Through Rule in Section 351 Exchanges Explained
The IRS look-through rule makes Section 351 tax-deferred exchanges easier when your portfolio includes diversified ETFs. What Is Section 351? Section 351 allows investors to...
How ETF Creation and Redemption Keep Prices Stable
The creation and redemption mechanism is what makes ETFs liquid, tax-efficient, and fairly priced—even during market volatility. What Are Authorized Participants? Authorized Participants (APs) are...
How ETF Market Makers Keep Share Prices Aligned with NAV
Explore comprehensive strategies for using diversified ETF portfolios to weather market storms while maintaining consistent long-term growth
Understanding ETF Tax Efficiency in 2025
Learn how ETFs provide superior tax advantages compared to mutual funds and discover strategies to maximize your after-tax returns through smart ETF selection.
Can You Use Section 351 to Transfer Assets to an Existing ETF?
A comprehensive beginner's guide to building a solid investment foundation with these carefully selected, low-cost ETF options that provide broad market exposure.
Investor Guide to What Happens When an ETF Liquidates
Mid-market IT leaders face enterprise-level challenges with smaller teams and tighter budgets. From supporting hybrid work to tightening security, traditional desktop setups are feeling the...