At the Schwab Impact conference in Chicago this week, where some 5,000 advisors and wealth managers descended to talk about the latest in the industry, one question stood out: How do you compete with Vanguard? In 2016 alone, when mutual fund and ETF providers collectively saw fresh net inflows of $400 billion in assets, according to Morningstar data, Vanguard attracted a net of $320 billion into its U.S. mutual funds and ETFs.
Tax-loss harvesting is a popular theme among ETF investors this time of year. The idea is that you can sell securities that have lost value in your portfolio this year to offset any taxes you might have incurred on capital gains from securities that performed well. ETFs are tax-friendly vehicles that rarely report capital gains to begin with, but there are still opportunities to implement tax-loss harvesting within ETF portfolios. Here, five ETF strategists share how they do it, and why.
State Street Global Advisors now offers 48 ETFs in Schwab’s OneSource platform—a sort of ETF supermarket that offers access to funds from 13 providers commission free. But none of those ETFs on the platform is gathering assets at a faster pace than the SPDR Barclays Convertible Securities ETF (CWB | C). CWB is a one-of-a-kind ETF that provides exposure to a market-value-weighted and market-value-selected portfolio of convertible bond securities from the Barclays U.S. Convertible Bond Index.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".