ETF Understanding capital gains: How ETFs can help minimize taxes
Investing in tax-efficient ETFs can reduce capital gains taxes and help you keep more of what you earn.
July 10, 2025
insights
Featured insights
A selection of articles from our experts on the markets, economy, and investments.
Portfolio Playbook
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
ETF Tax-loss harvesting: How can it lower your tax bill?
No one wants an investment to lose money. When it happens, tax-loss harvesting can help lower your tax bill in three easy steps.
July 10, 2025
Asset allocation Tactical Asset Allocation
Markets stayed resilient, but we’re not seeing a sustained improvement in growth expectations. In July, we're still favoring bonds and quality US stocks.
July 9, 2025
ETF education ETF tax benefits: Why ETFs can be efficient investments
ETFs can be tax efficient because they rely on an in-kind creation and redemption process that helps limit capital gains distributions and investor taxes.
July 7, 2025
ETP Digital assets: The investor’s guide to blockchain and crypto
As blockchain, cryptocurrency, and other digital assets grow into a major industry, we examine this burgeoning asset class for investors.
Markets and Economy Debating the state of US exceptionalism for stock investors
The economies, markets, and currencies of other countries may begin to catch up to the US, but it has unique qualities that sets it apart.
July 7, 2025
Explore all insights
Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Transcript
Investments
Insights on investing implications, market movements, and structural changes in a shifting world.
Transcript
ETF insights
Explore our latest insights on investment opportunities and potential ways to use ETFs in a portfolio.
Transcript
Portfolio Playbook
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
Transcript
Defined contribution
Help your participants get more out of retirement through our innovative thinking and in-depth, proprietary research.
Transcript
Podcasts
Join us for candid conversations with portfolio managers, market strategists, economists, political experts and more, about the possibilities they see ahead.
Transcript
Fresh insights, delivered
Get the latest information and insights from our portfolio managers, market strategists, and investment experts.
NA3750967
Investments in real estate related instruments may be affected by economic, legal, or environmental factors that affect property values, rents or occupancies of real estate. Real estate companies, including REITs or similar structures, tend to be small and mid-cap companies and their shares may be more volatile and less liquid.
A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.