ETF Education

Here are some excellent articles to help you educate yourself on ETFs, from what they are, how they operate, and their their tax efficiency. I hope you enjoy them!

What is an ETF?

Offering low-cost access to virtually every corner of the market, ETFs allow investors big and small to build institutional-caliber portfolios with lower costs and better transparency than ever before.

Creation/Redemption Process

The key to understanding how ETFs work is the “creation/redemption” mechanism. It’s how ETFs gain exposure to the market, and is the “secret sauce” that allows ETFs to be less expensive, more transparent and more tax efficient than traditional mutual funds.

How Do You Choose The Right ETF?

With more than 1,800 ETFs on the market today, and 150+ launching each year, it can be tough to determine which product will work best in your portfolio. How should you evaluate the ever-expanding ETF landscape?

Why Are ETFs So Tax Efficient?

Two of the great, underappreciated advantages of ETFs are their transparency and tax efficiency. Compared with mutual funds, ETFs are light years ahead in these two critical categories.

Bond ETF Taxation: Three Things You Need To Know

Bond ETFs differ from stock ETFs in some key ways. Some of these differences make investors lives’ easier—tax exemptions! yay!—while others just add more headache (more capital gains distributions! boo!).

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