Howard J. Atkinson

Capitalize on investment losses

When markets are volatile and aren’t offering much opportunity to make money, it’s a good time to enact a tax loss selling strategy using ETFs to lighten your clients’ tax burden.

By Howard J. Atkinson |March 7, 2014

6 min read

Five tips for evaluating ETFs

By the end of 2012, the total assets under management of the global Exchange Traded Fund industry is expected to exceed $2 trillion by some estimates, and with nearly 2,500 ETFs now available globally to institutional investors, there is an ETF for almost every conceivable asset class.

By Howard J. Atkinson |August 16, 2013

6 min read

ETF strategies for a downturn

When a market sell-off occurs, as witnessed over the last couple of weeks, it’s frustrating for both advisors and their clients

By Howard J. Atkinson |August 2, 2013

6 min read