by Brian Jacobs | Nov 6, 2025 | Blog, Investment Concepts
Why ETFs Deserve the Flow of New Money Mutual funds distribute gains that investors may not have realized themselves ETFs can defer or avoid those gains through in-kind redemptions Deferral enhances after-tax compounding, especially in taxable accounts New...
by Brian Jacobs | Sep 8, 2025 | Blog, Investment Concepts
Over the past two decades, ETFs have become the vehicle of choice for investors. They are liquid, transparent, low-cost, and viewed (often correctly) as highly tax-efficient compared to mutual funds. The secret has always been the in-kind creation and redemption...
by Marketing | Mar 7, 2025 | Market Notes, Media Notes
As the market evolves, we have to evolve with it, portfolio manager explains
by Brian Jacobs | Oct 22, 2024 | Blog, Investment Concepts
Hedge funds have long been a polarizing topic in investing. Though they date back to the mid-20th century, they’ve come to represent sophisticated strategies often associated with the ultra-wealthy. Critics argue they come with high fees, high tracking errors, and...
by Marketing | Oct 4, 2024 | Market Notes, Media Notes
Best ETFs To Protect You If Things Get Ugly — That Can Still Gain
