Ioulia Tretiakova

How to make accountants smile

Low turnover and in-kind transfers have made ETFs popular with tax-conscious investors and their advisors. Choosing an ETF over a mutual fund generally provides immediate cost and tax savings, but there are additional ways to enhance aftertax returns using ETFs.

By Ioulia Tretiakova | March 21, 2014

4 min read

Products

Additional uncertainty

Embedded-strategy ETFs have added risk, but it can be managed

By Ioulia Tretiakova | November 14, 2012

3 min read

Industry

Tax-loss harvesting deadline looming

By Ioulia Tretiakova | December 22, 2011

2 min read

Market Insights

Rewarding risk

Portfolio and fund managers have short time horizons when investing. Their compensation promotes asset gathering and short-term performance. That means managers are paid for hot annual numbers, trade more frequently than is sometimes prudent, and subject clients to unnecessary costs. Managers will deny it, but they all try to “time markets,” a notoriously difficult and […]

By Ioulia Tretiakova | December 22, 2008

5 min read