Alex Morris of F/m Investments joins the discussion, bringing his expertise on the new Compoundr ETF Series. They delve into tax-efficient bond investments, highlighting strategies that aim for capital appreciation while minimizing tax burdens. The conversation also covers the nuances of tax alpha in fixed income, emphasizing diversification and investment quality. Inflation expectations in the bond market are examined, along with evolving strategies that reflect changing investor attitudes towards fixed income diversification. A captivating look into modern investment techniques!
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insights INSIGHT
Tax Alpha Via ETF Income Avoidance
The Compounder ETF series allows investors to avoid taxable bond income distributions entirely.
This enables price compounding and gives investors control over when to realize taxable events.
insights INSIGHT
Dividend Avoidance Strategy Explained
The strategy involves temporarily switching out before dividend payments to avoid receiving income.
This approach delivers continuous price appreciation without mandatory distributions.
volunteer_activism ADVICE
Manage Duration Risk in TIPS
To avoid duration risk in TIPS, investors can choose ultra-short duration TIPS.
This approach reduces losses when rates rise alongside inflation.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
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