by Laura Howard | Oct 5, 2024 | ETF
ETF Tax Efficiency Explained Back to Insights Key Takeaways Unlike mutual funds, exchange-traded funds (“ETFs”) are structured to minimize, or even eliminate, the need to distribute short-term and long-term capital gains to shareholders annually. In taxable accounts,...
by Laura Howard | Oct 1, 2024 | ETF
Understanding REITs: A Beginner’s Guide to Real Estate Investing Back to Insights Have you ever wanted to invest in real estate but found it too complicated or costly? Real Estate Investment Trusts, or REITs, might be a good solution for you. This article will explain...
by Laura Howard | Sep 30, 2024 | Quarterly Market Reviews
2024 Q3 In Review: A Bumpy Ride Up Back to Insights What we saw: To say this was one of the more eventful quarters U.S. markets have had recently would be an understatement. It started on July 13th with an attempted assassination of the former president of the United...
by Laura Howard | Jun 30, 2024 | Quarterly Market Reviews
2024 Q2 In Review: Is the Optimism Easing? Back to Insights What we saw: The story of the second quarter largely followed the path we expected, continuing an increasingly familiar intra-quarter dynamic. For three quarters now, we have seen initial weakness in the...
by Laura Howard | Mar 31, 2024 | Quarterly Market Reviews
2024 Q1 In Review: Will Anything Slow This Train? Back to Insights What we saw: From our vantage point, Q1 2024 started similar to Q4 2023. There was some weakness in the equity markets, and it was as if investors were asking “is this it?” or “has the rally ended?” In...
