Tax Efficient Investing with Index ETFs vs. Mutual Funds - Costs
Diversification and Allocation
 World Bank Group. (2021). Global Stock Market Indices. Retrieved from https://www.worldbank.org/en/research/brief/global-stock-market-indices
 Fidelity Investments. (2021). Tax implications of mutual funds. Retrieved from https://www.fidelity.com/learning-center/personal-finance/tax-implications-of-mutual-funds
 Investment Company Institute. (2021). Understanding Exchange-Traded Funds: How ETFs Work. Retrieved from https://www.ici.org/policy/regulation/products/etf/resource/understanding_etfs_how_etfs_work
 Arnott, R., & Wu, L. (2018). The Tax Benefits of Separating Alpha and Beta. Journal of Portfolio Management, 44(4), 75-87. Retrieved from https://jpm.iijournals.com/content/44/4/75
 Investopedia. (2021). How Expense Ratios Affect Your Investment Returns. Retrieved from https://www.investopedia.com/articles/investing/061215/how-expense-ratios-affect-your-investment-returns.asp
Remember, it’s always essential to consult with a financial professional before making any decisions about your investments. At Deep Blue Financial, we believe in helping our clients make informed choices about their investments, including tax-efficient strategies using index ETFs. If you have any questions or need guidance, don’t hesitate to reach out to us. We’re here to help you navigate the complex world of investing and build a strong financial future.