ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year.

Douglas and Will discuss: 

• How GraniteShares came to be and its role in the ETF industry
• What they focus on ETF product development for advisors
• Important year-end tax planning considerations for portfolios
• How can ETFs and tax planning can maximize opportunities in today’s market

Resources

• WealthManagement.com 

Connect with Douglas Yones

• LinkedIn: Douglas Yones, ChFC®
• LinkedIn: Informa

Connect with William Rhind

• LinkedIn: William Rhind
• Granite Shares

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