Michael Iachini CFA®, CFP®, Vice President, Head of Manager Research for Charles Schwab Investment Advisory, Inc. Recent articles Portfolio Management Welcome Architect ETF vs. Mutual Fund by Michael Iachini January 29, 2021 Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds. Trading ETFs and Taxes: What You Need to Know by Michael Iachini October 27, 2020 Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time. Portfolio Management How to Pick a Target-Date Fund by Michael Iachini August 24, 2020 Three things to consider when picking a target-date fund for your portfolio.
