Carolyn Barnette on ETF Portfolio Mistakes, Tax Strategy, and What Advisors Really Need in 2026

Independent portfolio strategist Carolyn Barnette joins ETF.com's Dave Nadig at the Basis Northwest conference for a candid conversation about how the ETF industry has changed over her 15+ year career — from ETF.com to BlackRock's model portfolio team to advising firms directly today. Highlights from this conversation include: -Why most advisors unknowingly overlap their large-cap, mid-cap, and small-cap exposures -The tax mistakes that quietly erode after-tax returns -Why "if nothing in your portfolio is down, you're not diversified" is a myth -The surprising new minimum for 351 exchanges, and why it's a game-changer for advisors sitting on low-basis positions -Why bonds look like they're losing money even when they're not -How advisors are consolidating providers and what they're really looking for in a partner -Why old-school wholesaler pitches are dying, and what's replacing them Whether you're an advisor building portfolios, an asset manager trying to break through the noise, or just curious how the ETF landscape has evolved, this is a fast, insight-packed conversation. Follow along with the conversation at https://www.etf.com/sections/conferences/diversification-means-always-having-say-youre-sorry And make sure to subscribe to keep up with all the latest advisor, investor, and industry insights.

Added 7 Jul 2026