The Inside ETFs Podcast: William Rhind on Maximizing Year End Planning with ETFs
11/09/22 • 20 min
ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year.
Douglas and Will discuss:
- How GraniteShares came to be and its role in the ETF industry
- What they focus on ETF product development for advisors
- Important year-end tax planning considerations for portfolios
- How can ETFs and tax planning can maximize opportunities in today’s market
Resources
Connect with Douglas Yones
Connect with William Rhind
ETFs have dominated the financial market headlines, allowing investors to choose from a variety of asset classes and strategies based on their investment goals. How will year-end tax planning fit in with the growth of ETFs this year?
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by William Rhind, Founder and CEO of Granite Shares, in discussing the ETF market and how to prepare for the remainder of the year.
Douglas and Will discuss:
- How GraniteShares came to be and its role in the ETF industry
- What they focus on ETF product development for advisors
- Important year-end tax planning considerations for portfolios
- How can ETFs and tax planning can maximize opportunities in today’s market
Resources
Connect with Douglas Yones
Connect with William Rhind
Previous Episode
The Inside ETFs Podcast: Camille Clemons on The Growth Of ETFs
The ETF industry has grown exponentially, with many companies moving to include launching ETFs as part of their business plan for growth.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Camille Clemons, Executive Director of Business Development at Cohen & Company, on her entry to the ETF industry, how her team supports new firms entering the marketplace, and her approach to supporting career growth across the industry.
Douglas and Camille discuss:
- Market needs and how Cohen & Co continues to evolve
- Key ETF trends for future growth
- Best practices for entering the ETF industry
- The impact of Women In ETFs
Resources
Connect with Douglas Yones
Connect with Camille Clemons
Next Episode
The Inside ETFs Podcast: Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets
Creating an optimal investment portfolio means combining long term goals with short term market conditions, and helping investors determine the right near term strategies without sacrificing long term market opportunities.
In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jon Maier, Chief Investment Officer at Global X, as they discuss how Jon’s team focuses the firm’s investment strategies and model portfolios. Jon discusses the current markets, near term industry trends, and some opportunities for investors in the ETF marketplace.
Douglas and Jon discuss:
- Jon’s start in the ETF and model portfolio industry
- Current ETF product trends near term opportunities
- Future investment themes for portfolios
- Year end investment planning
Resources
Connect with Douglas Yones
Connect with Jon Maier
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