
Jenny Johnson on Managing a Trillion-Dollar Firm
Masters in Business
The Advantages of Mutual Funds Over ETFs
Rehalt's Wealth Management bought O'Showna Sea Investments, including their direct indexing product called Canvas. Rehalt is one of the early users of Canvas and its clients have found it to be tremendously useful in terms of managing capital gain taxes. The negative on a mutual fund is phantom taxes; if it's a qualified account, it doesn't matter. And there are advantages to mutual funds for sure that give them a leg up over ETFs.
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