Beyond Bulls & Bears

(ETF) Anniversaries and Taxes
LibertyShares

(ETF) Anniversaries and Taxes

As we celebrate the holiday season and ponder what we are thankful for, it’s also time to take stock of one’s investments. Here, David Mann, Head of Global Exchange-Traded Funds (ETFs) Capital Markets, opines on an ETF anniversary he’s thankful for—and offers some tax-planning food for thought.

Tax-Loss Harvesting: A Silver Lining for Single-Country ETFs?
LibertyShares

Tax-Loss Harvesting: A Silver Lining for Single-Country ETFs?

While the subject of taxes would probably elicit a yawn as dinner party conversation (assuming dinner parties happen again at some point), it’s something many investors need to contemplate as year-end approaches. David Mann, our Head of ETF Capital Markets, discusses the concept of tax-loss harvesting and how it can be a silver lining for investors in single-country exchange-traded funds (ETFs).