Carson McLean Quoted in Investopedia ETF Investing Feature

Carson McLean Quoted in Investopedia’s ETF Investing Feature

How to Help Your Clients Build Confidence With ETF Investing — Investopedia’s latest feature on ETF education — includes commentary from Carson McLean, CFP®, founder of Altruist Wealth Management.

In the article, Carson explains one of the structural advantages of ETFs over mutual funds:

“You have more control over determining when you trigger your capital gains… They only get triggered upon an actual sale, as opposed to mutual funds that will distribute capital gains on an ongoing basis.”

The piece explores strategies advisors can use to help clients better understand ETFs, overcome misconceptions, and integrate them into long-term investment plans.

Read the full article on Investopedia here.