by Tanu Priya | Jan 28, 2026 | ETF
U.S. Mid-Caps in Context: Putting Growth and Valuations in Perspective Back to Insights Overview Over the past several years, returns in the S&P 500 Index have been heavily concentrated, with the so-called ‘Magnificent Seven’[1] accounting for roughly 40% of the...
by Tanu Priya | 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 Tanu Priya | 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...
