In this episode, I sit with Dave Dierking, author of the ETF Focus blog on thestreet.com to discuss our favorite headlines of 2020 and top trends to watch out for…
Scott McKennaDecember 28, 2020
Transcript Speaker 1:Speaking Logically is brought to you by ETFlogic, the leading provider of analytics and portfolio analysis tools for financial advisors. No information within this should be considered trading…
Scott McKennaDecember 16, 2020
Tax loss harvesting is a pretty straightforward concept – cut positions at a loss to lower clients’ overall tax bill today. Once out of a position for 30 days, you…
Scott McKennaDecember 10, 2020
Join us on Wednesday at 2:30 pm ET as we discuss ways that advisors can add extra value to client year-end review meetings, including: Communication strategiesPortfolio strategies such as tax loss…
Scott McKennaDecember 7, 2020
Scott McKennaDecember 3, 2020
