IN THIS LIST

Financial Planning Using Indices: From Taxes to Factors

Examining Cash Flow in Small-Cap U.S. Equities

Getting to Know the SPIVA After-Tax Scorecard

Get a Holistic Lens on Sustainability

Forging the Global Energy Transition: An Index for Essential Metals

Financial Planning Using Indices: From Taxes to Factors

  • Length 9:26

How are advisors putting SPIVA data and factors to work as they build long-term plans to help clients achieve objectives? Delta Wealth Advisors’ Dino Efthimiou and Niko Finnigan join S&P DJI’s Brent Kopp for a practical look at the importance of tax management and the role of indexing in building a comprehensive plan for clients.



Processing ...