Author Archives: Guest Writer
Estate Planning – Portability of the Tax Exemption
The 2010 Tax Act1 has made it possible, under specified circumstances, for the estate of a surviving spouse to make use of the unused estate tax exemption of his or her predeceased spouse, a concept referred to as portability of the applicable exemption amount. Some estate planners have suggested that portability makes it unnecessary to continue to draft estate plans that include credit shelter trusts. Continue reading
Best Execution in ETFs, how much do you really pay?
***Originally published in the July 2011 edition of NAAIM’s “The Active Manager” By Scott Freeze.
Best Execution is a very difficult metric to measure since it is such a subjective benchmark. In a “thinner” ETF with a wide spread, such as MNA (IndexIQ Merger Arbitrage), you have a 20 cent …
Posted in Articles, ETFs & Indexing, Research & Economic Commentary, Wiser Blog
Tagged ETF Best Execution, Trading ETFs
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As the European “Scrum” Continues, Investors Wait for Economic Growth
The European debt malaise hangs over the investment community like a dark cloud that refuses to go away. Each new week brings another scene to the stage of this never-ending Greek tragedy, with back office conversations and rumors ruling the headlines and disrupting our financial markets with unnecessary volatility. Continue reading →