The Latest Innovation in ETFs and Mutual Funds with Marlena Lee скачать в хорошем качестве

The Latest Innovation in ETFs and Mutual Funds with Marlena Lee

Dimensional Fund Advisors’ Marlena Lee joins Peter to unpack the SEC’s share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF. Watch now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors ► How the cash-vs-basket plumbing drives taxes and who ends up with capital gains distributions ► Simple rules of thumb for choosing ETF or mutual fund when fees and tax efficiency are similar ► What to watch as managers add ETF share classes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. TIMESTAMPS 📚 00:00 Introduction 03:18 Why “share class exemptive relief” matters (and why investors should care) 05:37 How mutual funds and ETFs handle your money—and why that changes your taxes 10:26 Why the SEC’s “exemptive relief” is a big deal: one portfolio, two doors—and better tax control 16:59 ETF vs. Mutual Fund: When Costs and Taxes Converge, Let Trading Style Decide 23:30 Not every fund should add an ETF share class—and why scale and long track records matter 33:34 SMAs vs. funds: when direct ownership adds real value Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here: https://peterlazaroff.com/disclosures