Are Index Funds Tax Efficient?
Active management has come under scrutiny for various reasons, leading investors to opt increasingly for passive index funds to deliver efficient returns. However, tax optimization is an important aspect of asset management that is often overshadowed by performance and fee considerations. This leads us to the more important question – are index funds tax efficient? […]
Tax Efficiency and Investing What You Need to Know About Index SMAs
As the aggregate size of an investor’s portfolio increases – to say nothing of an investor’s annual income – it’s in the investor’s best interest to investigate ways in which to improve tax efficiency, and reduce tax liability as much as possible to help maximize returns. This article will discuss several tactics related to tax […]
Active vs Passive Investing: Which Option Is Best?
A common debate between investors remains the argument between active vs passive investing. Both methods have staunch proponents who perhaps stubbornly refuse to see the merits of the other approach, and ultimately cost themselves potential returns. While passive investment has become popular in recent times, there are distinct advantages to active equity management. These respective […]
What You Need to Know About Downside Risk
A term in finance that investors and traders will sometimes use is downside risk, which refers to the potential losses that could come with a given investment. Investment opportunities are not created equally, and in many cases investments that come with greater potential returns or rewards come with a number of risks – both obvious […]