(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events
Growth-value rotation sounds good in theory. Executing the tactic—without triggering taxes, without optimal timing, without constant oversight—is where most advisors hit a wall. Pacer ETFs’ QQWZ aims to solve all three problems at once. The fund alternates between the Nasdaq-100 and the Pacer US Cash Cows 100 Index based on a monthly relative strength screen, using the ETF wrapper to rotate without generating capital gains. Sean O’Hara, President at Pacer ETF Distributors, breaks down how it works.
In times of volatility, Wall Street strategists say certain tech giants offer safe havens for those who must remain positioned in the stock market.