As 2025 nears its close, your host Erika Toth sits down with special guests Dante Rossi and Erin Allen to talk about tax-lossharvesting—including important dates to remember—and tips to help investors navigate year-end.
Erika Toth is Director and Head of ETF and Portfolio Consultants at BMO Global Asset Management. She is joined by Erin Allen, Director, Direct Distribution, BMO Exchange Traded Funds, and Dante Rossi, Director, Tax Planning, BMO Private Wealth. Recorded live on November 17, 2025.
ETFs:
Disclaimers:
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This podcast is for information purposes. The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should beevaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.
Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market.
The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an“ETF” and collectively the “Select Sector SPDR ETFs” or the “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. The companies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investmentresults that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sectorindex.
The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensedfor use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P.
The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S.stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do notreflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing.
You cannot invest directly in an index.
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For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF’sprospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
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