Consumers have never been happy about paying more for the same from one place than from another.  It has only been within the past twenty years or so that investors have gotten wiser about this practice. Financial advisors, planners, and the media have increasingly made investors more aware of how much less expensive and tax-efficient … Read more

A thought-provoking article on tax-inefficiencies in mutual fund pricing by David C. Boydell in Advisor Perspectives #taxefficiency#mutualfunds#systemicrisk https://lnkd.in/ecxPiRRS Boydell’s point“Investors – your clients – are paying unnecessary taxes when they purchase stocks, equity mutual funds and other securities.The accounting treatment used for dividends and capital gains (“distributions”) overvalues income-producing equities by an amount equal to the security’s accrued, … Read more

By Herb Blank of ValuEngine Friday, April 15, 2022 There are many investors who want to align at least a portion of their money with their personal values and/or convictions.  There are generally three major reasons given for this: The personal integrity of NOT contributing to the prosperity of companies that engage in practices that are anathema to … Read more

Last Tuesday was International Woman’s Day. For the eighth straight year, Women in ETFs, the standard-bearer for promoting gender bias reform in the ETF industry held bell-ringings and special programs around the world to commemorate the occasion. There have been a number of research studies demonstrating examples that having female representation in the C-Suite, on … Read more

This article from S&P Global Intellligence is very insightful research. Please download here.