HXS ETF & The HULC vs Conventional S&P 500 ETFs in a Taxable Account
HXS & HULC are corporate class ETFs. Learn how the costs, tax savings, and potential risks look in a taxable investment account.
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Category: Advanced Investing
HXCN vs ZCN in a Personal Taxable Account
Global X’s HXCN corporate class ETF may have tax efficiency advantages in a personal taxable account. However, it is not a slam dunk. Explore potential risk/benefit.
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HEQT’s Upcoming Massive Phantom Distribution
Global X’s HEQT ETF is about to have a massive phantom distribution. Sounds spooky and there are tax consequences. Can you avoid it? Should you?
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Beyond Dogma: Mutual Funds vs ETFs
A common refrain is “Mutual funds bad. ETFs good.” It is actually much more nuanced than that. Learn how they differ and how to choose a fund type that suits your goals.
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Transferring to DIY Investing: Capital Gains Tax vs Fee-Savings
Breaking up with a financial advisor can be hard. Even when it is the right decision. Learn about some of the common deterrents, like taxes, and whether they actually matter.
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When Should DIY Investors Hire Financial Advisors?
The fees saved by DIY investing can help your investments grow faster. When could an advisor add enough value to overpower that?
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CIPF Coverage: One Brokerage or Many?
Spreading out where you invest money, diversification, mitigates the risk of any single investment or group of investments blowing up[…]
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CDIC Coverage: One Bank or Many?
Depositing your money in a bank account or as a guaranteed investment certificate (GIC), is probably the safest way to[…]
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More Than One All-in-One Asset Allocation ETF?
An all-in-one asset allocation ETF is an elegant and cost-effective solution to DIY investing. The minimal fee of <0.25%/yr should[…]
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Low Volatility ETF Investing
Editorial Note: There is plenty of data showing that a broad index-based approach can beat active management net of fees.[…]
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