As the SEC opens the door for dual-share-class ETFs, many advisors are taking a measured approach. In a recent InvestmentNews article, Director of Investment Research _Matthew Garrott shares Fairway’s view on dual-share-class ETFs. "As part of our due diligence, we don’t just look at performance and expenses; we pay close attention to how funds are [...]
As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior Associate Wealth Manager, was featured in a U.S. News & World Report article discussing the use of ETFs for tax-loss harvesting. "It's generally good practice to go directly to the fund manager's website, since this will contain [...]
By: Matt Garrott The S&P 500 squeaked out a small gain for November, up 0.25%, including dividends. The result was boring, but it was a turbulent month for the index with headlines driving dips and rebounds. It’s times like these that it’s tempting to lean on creative market indicators. A personal favorite of [...]
