Discover how ETFs revolutionize tax-efficient investing. Wes Gray explores SMA to ETF conversions, Section 351 benefits, and the future of tax-aware investing.

Exchange funds have been around for quite some time (nearly a century, in fact). Finally, they’ve gotten an exciting upgrade, with the introduction of the Cache Exchange Fund, a modern, growth ...

While most fund managers are self-styled bottom-up stockpickers who study individual companies, he has a top-down macroeconomic focus on broad stock and bond sectors and how the economy affects them.

Advocus will help to qualify and coordinate the 1031 exchange in its role as Managed Service Facilitator, and Advocus National 1031 Exchange, LLC, as Qualified Intermediary, will facilitate the ...

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

Alpha team collecting awards for Foreign Exchange Services and Fund Finance Advisor at The Drawdown Awards 2025 Business Wire ...

The Schwab Fundamental U.S. Large ETF is first and foremost a value investment, but even income investors need non-income ...

While both approaches offer a way to reduce concentration risk and optimize tax efficiency, they differ in structure and suitability.

The Motley Fool has a disclosure policy. Mark Roussin is an affiliate of The Motley Fool and may be compensated for promoting its services.

First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds February 20, 2025 04:10 PM Eastern Standard Time ...

Investors plowed more than $1 trillion into U.S.-based exchange-traded funds in 2024, shattering the previous record set three years ago and raising Wall Street hopes for an even bigger year ahead ...