Masters in Business cover image

Jenny Johnson on Managing a Trillion-Dollar Firm

Masters in Business

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner