Income ETFs have exploded in popularity in recent years. Their ability to add current income to portfolios as costs rise, or to meet particular client goals like transitioning to retirement, has made them one of the most exciting segments in ETFs.
Investors and advisors have numerous goals to meet with their portfolios. Some investors full send their portfolios to produce as much capital appreciation as possible.
It's that time of year again as investors and advisors look to their portfolios for ways to limit an impending tax bill.
T. Rowe Price has launched four new active fixed income ETFs, with three of those being tax-free municipal bond ETFs. Tax-free muni bond ETFs have seen increased interest in recent years, taking advantage of the ETF wrapper's strengths and flexibility compared to mutual funds.
With October almost over, just a handful of weeks remain before the end of the tax year. That has many investors looking at their portfolios for solutions to reduce cap gains payments.
Thought about moving into active fixed income ETFs? The new year could offer an appealing opportunity to dive in.
Have clients facing significant taxes this year? Looking at tax-loss harvesting options?