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Tax-efficient investing is often a priority in selecting assets for an investment portfolio, and Exchange-Traded Funds (ETFs) are often a good strategy for minimizing a portfolio's tax burden means maximizing its long-term total return. In this educational session, Doug Gerlach will review the basics of tax efficiency as it relates to ETFs, especially when compared to individual equities, index funds, and actively-managed mutual funds.
Douglas Gerlach
National Association of Investors (NAIC),
Senior Equity Analyst
Doug Gerlach is the senior equity analyst with Equity Research Service, a division of the National Association of Investors (NAIC), and editor-in-chief of its stock newsletters including the award-winning Investor Advisory Service, the market-beating SmallCap Informer, and a dividend-focused newsletter. NAIC is also the home of the BetterInvesting Stock Selection Guide and other tools for stock analysis including StockCentral.com and MyStockProspector.com. Mr. Gerlach is the author of six books, including Investment Clubs for Dummies and The Armchair Millionaire.
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