Advanced Investing
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Understanding Swap-Based ETFs

This much we know: The more taxes you pay, the less money you keep. As opposed to trying to forecast future market trends – typically an exercise in futility – there are many perfectly sensible strategies aimed at minimizing the taxes due on your investments. Investing in swap-based ETFs is one such strategy that may merit your consideration … as well as your comprehension of the caveats involved.

Advanced Investing
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Calculating and Understanding your Portfolio Returns

Evaluating investment performance is not as easy as observing your rate of return. A rate of return is only as meaningful as the methodology used to find it, and the benchmark that it is being compared to. The most common rate of return calculation methodologies are money-weighted rate of return, time-weighed rate of return, and Modified Dietz which is sort of like a hybrid of the two.