How to Save Clients From Their Capital Gains Burden
December 09, 2022 at 08:00 AM EST
As a volatile 2022 for the stock and bond markets comes to a close, year-end portfolio planning is front of mind for millions of advisors, their end clients, and self-directed investors. ETFs have been popular, with net inflows approaching $600 billion, but there remains a lot of money in expensive, tax-inefficient stock-only or stock-and-bond-based mutual [...] The post How to Save Clients From Their Capital Gains Burden appeared first on ETF Trends .
