Wednesday, July 6, 2022
Market-Reporter
  • Home
  • Markets
    • U.S. Markets
    • Canada
    • Europe & Middle East
    • Emerging Markets
    • Asia
    • Latin America
  • Investing
    • Stocks
    • IPOs
    • Mutual Funds
    • ETFs
    • Bonds
    • Commodities
    • Currencies
    • Cryptocurrencies
  • Economy & Politics
    • Personal Finance
    • Spending & Saving
    • Retirement
    • Real Estate
No Result
View All Result
  • Home
  • Markets
    • U.S. Markets
    • Canada
    • Europe & Middle East
    • Emerging Markets
    • Asia
    • Latin America
  • Investing
    • Stocks
    • IPOs
    • Mutual Funds
    • ETFs
    • Bonds
    • Commodities
    • Currencies
    • Cryptocurrencies
  • Economy & Politics
    • Personal Finance
    • Spending & Saving
    • Retirement
    • Real Estate
No Result
View All Result
Market-Reporter
No Result
View All Result
Home ETFs

One ETF manager’s advice for navigating an era of potential tax hikes

MtR by MtR
June 20, 2021
in ETFs
0


Monitor the market and control what you can control.

That’s what Dimensional Funds co-CEO Gerard O’Reilly is telling clients as the Biden administration considers implementing tax raises on capital gains, corporations and the wealthy, a move that could impact tax-managed investment strategies such as Dimensional’s.

The No. 1 thing for investors to consider is the market’s response to any potential tax hikes, O’Reilly told CNBC’s “ETF Edge” this week.

“If the market perceives that something will lower future cash flows to investors or increase discount rates, that will have an impact on prices,” O’Reilly, also his firm’s chief investment officer, said in the Monday interview.

Because such expectations are often already baked into market prices, the most constructive course of action is also the simplest, O’Reilly said: “The price is forward-looking. Don’t worry about it. Move on.”

Fund managers, investment advisors and individual investors alike must also remember what’s under their control in shifting market landscapes, the CEO said.

“You’ve got to look at whatever the tax code is at that point in time and then make sure you have the flexibility to be able to maximize after-tax returns,” O’Reilly said.

There’s a lot that you can do to help maximize your after-tax returns, whether it’s how you manage dividends, whether it’s how you rebalance … or the types of distributions that you get from funds,” he said. “A flexible approach allows you to adapt to changing tax code over time to make sure that whatever the tax code is, you make the most of it as an investor.”

Disclaimer



Source link

Related articles

Passive Index ETF Investments Could Be Adding to EM Volatility

July 6, 2022

Treasuries ETFs Gain Momentum on Recession Risks

July 5, 2022

Related Posts

Passive Index ETF Investments Could Be Adding to EM Volatility

by MtR
July 6, 2022
0

While the emergence of exchange traded funds has helped investors diversify into the once hard-to-reach developing economies, the increased ease...

Treasuries ETFs Gain Momentum on Recession Risks

by MtR
July 5, 2022
0

Treasury bonds and related exchange traded funds are strengthening as investors turn to the relative safety of government debt in...

As Yields Rise and Fall, Keep These ETFs Handy

by MtR
July 5, 2022
0

When it comes to short-term trading opportunities, stocks are certainly not the only game in town, especially with the way...

Demand for fixed income ETFs declining, survey finds

by MtR
July 5, 2022
0

Current macro environment having an impact Demand for fixed income ETFs has waned this year, according to a recent survey...

Kingston Securities discusses how ETF Connect will benefit Hong Kong

by MtR
July 5, 2022
0

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via EmailDickie Wong of the securities brokerage and research...

Load More
  • Trending
  • Comments
  • Latest

Bank of England tells ministers to intervene on digital currency ‘programming’

June 21, 2021

Tips for checking smoke alarms during daylight saving time

March 12, 2022

GLOBAL MARKETS-U.S. stocks follow Europe up; Treasury yields rise, dollar firm

July 9, 2021
Fed tapering and emerging markets

Fed tapering and emerging markets

June 7, 2021
African currencies week ahead: Zambia's kwacha seen on back foot, Kenyan shilling up – Business Recorder

African currencies week ahead: Zambia's kwacha seen on back foot, Kenyan shilling up – Business Recorder

0
Maxum Foods releases Global Dairy Commodity Update for June

Maxum Foods releases Global Dairy Commodity Update for June

0
Letter: Perpetual bonds can help states fight hunger

Letter: Perpetual bonds can help states fight hunger

0
United Kingdom ETFs Are Riding the Re-Opening Momentum

United Kingdom ETFs Are Riding the Re-Opening Momentum

0

Annapurna Swadisht Ipo In August | Kolkata News

July 6, 2022

Mutual Fund Window Open, but Not Much Going Through

July 6, 2022

Passive Index ETF Investments Could Be Adding to EM Volatility

July 6, 2022

Report: Green bonds flying in China

July 6, 2022

Recent News

Annapurna Swadisht Ipo In August | Kolkata News

July 6, 2022

Mutual Fund Window Open, but Not Much Going Through

July 6, 2022

Passive Index ETF Investments Could Be Adding to EM Volatility

July 6, 2022

Categories

  • Asia
  • Bonds
  • Canada
  • Commodities
  • Cryptocurrencies
  • Currencies
  • Emerging Markets
  • ETFs
  • Europe & Middle East
  • IPOs
  • Latin America
  • Mutual Funds
  • Personal Finance
  • Real Estate
  • Retirement
  • Spending & Saving
  • Stocks
  • U.S. Markets
  • Privacy & Policy
  • About Us
  • Contact Us
  • Advertise with us

© 2021 Copyright Market-Reporter

No Result
View All Result
  • Home
  • Markets
    • U.S. Markets
    • Canada
    • Europe & Middle East
    • Emerging Markets
    • Asia
    • Latin America
  • Investing
    • Stocks
    • IPOs
    • Mutual Funds
    • ETFs
    • Bonds
    • Commodities
    • Currencies
    • Cryptocurrencies
  • Economy & Politics
    • Personal Finance
    • Spending & Saving
    • Retirement
    • Real Estate

© 2021 Copyright Market-Reporter