Morning Memo
Wealth Management Morning Memo

JULY 5, 2021

INDIVIDUAL WEALTH

The IRS’ 'Dirty Dozen' Tax Scams for 2021

Where’s Lee Marvin when we need him?

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FUND NEWS ADVISORS CAN USE

New Bill Would Expand Private Investments in Closed-End Funds

In this week’s fund news, a new House bill would update restrictions on closed-end funds investing in private markets; advisor Ross Gerber launches an active ETF; and CoastalOne launches an alternatives platform powered by WealthForge.

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SPONSORED CONTENT

A New, Multi-Trigger Approach to Mitigating Risk

Unlike traditional stock loss options and risk-on/risk-off approaches, this system employs a multi-facet methodology to tactically mitigate downside risk.

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ETFS

The 20 ETFs with the Greatest Outflows in the Past Month

These funds saw the most money flow out of them over the past 30 days.

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EDITOR'S LETTER

Awards Season

More than 220 firms and organizations were selected as finalists in one or more of the 93 categories for the 2021 WealthManagement.com Industry Awards.

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